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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,656 | $65,703+47.1% | $94,228+2.6% | $59,633+62.1% |
| Participation rate | 85.7% | 72.1%+13.6pp | 78.8%+6.9pp | 68.7%+17.0pp |
| Annual return | -0.31% | 5.22%-5.5pp | 10.68%-11.0pp | 2041.40%-2041.7pp |
| Employer contribution / active EE | $2,443 | $2,021+20.9% | $3,587-31.9% | $2,203+10.9% |
| Participant deferral / active EE | $4,379 | $3,143+39.3% | $4,320+1.4% | $3,192+37.2% |
| Admin fee / account holder | $0 | $4,264-100.0% | $6,269-100.0% | $4,297-100.0% |