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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,151 | $84,499+32.7% | $125,391-10.6% | $66,949+67.5% |
| Participation rate | 89.5% | 76.4%+13.1pp | 82.4%+7.1pp | 69.8%+19.7pp |
| Annual return | 5.32% | -8.49%+13.8pp | 572.41%-567.1pp | 1.57%+3.7pp |
| Employer contribution / active EE | $9,774 | $3,554+175.1% | $4,816+103.0% | $2,545+284.0% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,009-100.0% | $594-100.0% |