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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,663 | $92,219+52.5% | $76,768+83.2% | $135,379+3.9% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | -6.02% | 5.46%-11.5pp | 2.43%-8.4pp | 519.79%-525.8pp |
| Employer contribution / active EE | $926 | $3,216-71.2% | $2,485-62.7% | $4,779-80.6% |
| Participant deferral / active EE | $7,906 | $4,508+75.4% | $3,852+105.3% | $5,609+41.0% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |