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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,051 | $93,346+20.0% | $71,796+56.1% | $273,972-59.1% |
| Participation rate | 85.7% | 76.5%+9.2pp | 69.1%+16.6pp | 83.0%+2.7pp |
| Annual return | 2.31% | 130.39%-128.1pp | 78.04%-75.7pp | 41.46%-39.2pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $771 | $3,475-77.8% | $2,794-72.4% | $5,287-85.4% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |