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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,657 | $97,020+36.7% | $83,322+59.2% | $135,379-2.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.96% | 12.31%-18.3pp | 10.64%-16.6pp | 519.79%-525.7pp |
| Employer contribution / active EE | $4,238 | $4,144+2.3% | $3,379+25.4% | $4,779-11.3% |
| Participant deferral / active EE | $9,686 | $5,964+62.4% | $5,565+74.1% | $5,609+72.7% |
| Admin fee / account holder | $257 | $8,426-97.0% | $7,540-96.6% | $10,828-97.6% |