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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,603 | $84,518+136.2% | $67,704+194.8% | $125,388+59.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 0.55% | 2.57%-2.0pp | 25.41%-24.9pp | 282.24%-281.7pp |
| Employer contribution / active EE | $1,596 | $3,292-51.5% | $2,559-37.7% | $4,866-67.2% |
| Participant deferral / active EE | $3,986 | $4,430-10.0% | $3,585+11.2% | $5,352-25.5% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |