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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,903 | $211,9460% | $169,452+25.1% | $135,379+56.5% |
| Participation rate | 85.7% | 82.6%+3.1pp | 77.8%+7.9pp | 82.6%+3.1pp |
| Annual return | -4.39% | 3.26%-7.7pp | 1.83%-6.2pp | 519.79%-524.2pp |
| Employer contribution / active EE | $1,740 | $5,117-66.0% | $4,157-58.1% | $4,779-63.6% |
| Participant deferral / active EE | $3,676 | $6,075-39.5% | $5,277-30.3% | $5,609-34.5% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |