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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,194 | $113,941-6.8% | $94,229+12.7% | $125,389-15.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.22% | 5.29%-5.5pp | 10.68%-10.9pp | 282.24%-282.5pp |
| Employer contribution / active EE | $7,536 | $4,727+59.4% | $3,587+110.1% | $4,866+54.9% |
| Participant deferral / active EE | $6,662 | $5,179+28.6% | $4,320+54.2% | $5,352+24.5% |
| Admin fee / account holder | $88 | $8,392-99.0% | $6,269-98.6% | $9,541-99.1% |