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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,008 | $127,387-61.5% | $115,038-57.4% | $125,389-60.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.03% | 31.28%-32.3pp | 26.14%-27.2pp | 282.24%-283.3pp |
| Employer contribution / active EE | $4,668 | $5,166-9.6% | $4,608+1.3% | $4,866-4.1% |
| Participant deferral / active EE | $2,571 | $6,423-60.0% | $6,026-57.3% | $5,352-52.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |