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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,462 | $86,701+107.0% | $73,309+144.8% | $125,388+43.1% |
| Participation rate | 87.5% | 78.6%+8.9pp | 74.9%+12.6pp | 83.2%+4.3pp |
| Annual return | -1.30% | 2.78%-4.1pp | 5.67%-7.0pp | 282.24%-283.5pp |
| Employer contribution / active EE | $9,566 | $4,152+130.4% | $3,237+195.5% | $4,866+96.6% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,991-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |