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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,434 | $77,817+84.3% | $123,553+16.1% | $64,173+123.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.67% | 12.49%-20.2pp | 119.21%-126.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $3,479 | $3,014+15.4% | $4,628-24.8% | $2,381+46.1% |
| Participant deferral / active EE | $10,256 | $5,240+95.7% | $6,426+59.6% | $3,470+195.6% |
| Admin fee / account holder | -$612 | $5,519-111.1% | $9,284-106.6% | $4,887-112.5% |