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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,685 | $140,592+75.5% | $123,105+100.4% | $125,389+96.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.37% | 16.80%-19.2pp | 13.22%-15.6pp | 282.24%-284.6pp |
| Employer contribution / active EE | $3,697 | $6,041-38.8% | $5,151-28.2% | $4,866-24.0% |
| Participant deferral / active EE | $6,097 | $6,980-12.7% | $6,229-2.1% | $5,352+13.9% |
| Admin fee / account holder | $88 | $11,198-99.2% | $9,014-99.0% | $9,541-99.1% |