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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,131 | $83,908+14.6% | $68,509+40.3% | $125,389-23.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -1.71% | 14.48%-16.2pp | 8.27%-10.0pp | 282.24%-284.0pp |
| Employer contribution / active EE | $987 | $3,031-67.4% | $2,278-56.7% | $4,866-79.7% |
| Participant deferral / active EE | $2,292 | $4,125-44.4% | $3,382-32.2% | $5,352-57.2% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |