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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,452 | $149,333+1.4% | $106,387+42.4% | $135,379+11.9% |
| Participation rate | 85.7% | 81.5%+4.2pp | 77.5%+8.3pp | 82.6%+3.1pp |
| Annual return | -8.48% | 0.52%-9.0pp | 0.25%-8.7pp | 519.79%-528.3pp |
| Employer contribution / active EE | $861 | $4,984-82.7% | $3,520-75.5% | $4,779-82.0% |
| Participant deferral / active EE | $8,360 | $7,230+15.6% | $5,421+54.2% | $5,609+49.1% |
| Admin fee / account holder | $0 | $15,952-100.0% | $7,510-100.0% | $10,828-100.0% |