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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,959 | $83,908+56.1% | $68,509+91.2% | $125,388+4.4% |
| Participation rate | 70.0% | 78.2%-8.2pp | 74.7%-4.7pp | 83.2%-13.2pp |
| Annual return | -0.61% | 14.48%-15.1pp | 8.27%-8.9pp | 282.24%-282.8pp |
| Employer contribution / active EE | $2,441 | $3,031-19.5% | $2,278+7.2% | $4,866-49.8% |
| Participant deferral / active EE | $6,284 | $4,125+52.3% | $3,382+85.8% | $5,352+17.4% |
| Admin fee / account holder | $8 | $8,982-99.9% | $5,275-99.9% | $9,541-99.9% |