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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,886 | $86,701+52.1% | $73,309+79.9% | $125,389+5.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -2.41% | 2.78%-5.2pp | 5.67%-8.1pp | 282.24%-284.7pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,771 | $5,549-32.0% | $4,991-24.4% | $5,352-29.5% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |