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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,506 | $77,817+43.3% | $123,553-9.7% | $64,173+73.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.30% | 12.49%-19.8pp | 119.21%-126.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $12,262 | $3,014+306.8% | $4,628+165.0% | $2,381+415.0% |
| Participant deferral / active EE | $15,803 | $5,240+201.6% | $6,426+145.9% | $3,470+355.5% |
| Admin fee / account holder | $163 | $5,519-97.0% | $9,284-98.2% | $4,887-96.7% |