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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,685 | $97,881+5.9% | $80,004+29.6% | $125,389-17.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -1.64% | 9.36%-11.0pp | 7.63%-9.3pp | 282.24%-283.9pp |
| Employer contribution / active EE | $9,654 | $3,128+208.7% | $2,473+290.4% | $4,866+98.4% |
| Participant deferral / active EE | $2,546 | $3,744-32.0% | $3,204-20.5% | $5,352-52.4% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,541-100.0% |