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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,263 | $123,918+101.2% | $108,884+128.9% | $135,379+84.1% |
| Participation rate | 80.0% | 71.1%+8.9pp | 64.3%+15.7pp | 82.6%-2.6pp |
| Annual return | -6.62% | 0.89%-7.5pp | -0.99%-5.6pp | 519.79%-526.4pp |
| Employer contribution / active EE | $5,704 | $4,313+32.3% | $3,750+52.1% | $4,779+19.3% |
| Participant deferral / active EE | $18,050 | $6,949+159.7% | $6,178+192.2% | $5,609+221.8% |
| Admin fee / account holder | $0 | $8,592-100.0% | $7,560-100.0% | $10,828-100.0% |