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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,099 | $158,852-7.4% | $121,220+21.3% | $135,379+8.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 0.81% | -0.64%+1.4pp | 16.94%-16.1pp | 519.79%-519.0pp |
| Employer contribution / active EE | $9,920 | $5,666+75.1% | $4,023+146.6% | $4,779+107.6% |
| Participant deferral / active EE | $9,977 | $4,006+149.1% | $3,345+198.2% | $5,609+77.9% |
| Admin fee / account holder | $42 | $6,515-99.4% | $5,021-99.2% | $10,828-99.6% |