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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,476 | $95,193+39.2% | $76,523+73.1% | $135,382-2.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -6.06% | 4.85%-10.9pp | -0.27%-5.8pp | 519.77%-525.8pp |
| Employer contribution / active EE | $8,003 | $3,302+142.3% | $2,647+202.3% | $4,779+67.5% |
| Participant deferral / active EE | $9,846 | $4,639+112.2% | $3,835+156.7% | $5,609+75.5% |
| Admin fee / account holder | $68 | $6,249-98.9% | $4,848-98.6% | $10,829-99.4% |