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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,352 | $113,941+67.9% | $94,229+103.1% | $125,389+52.6% |
| Participation rate | 85.7% | 82.9%+2.8pp | 78.8%+6.9pp | 83.2%+2.5pp |
| Annual return | 0.66% | 5.29%-4.6pp | 10.68%-10.0pp | 282.24%-281.6pp |
| Employer contribution / active EE | $2,985 | $4,727-36.9% | $3,587-16.8% | $4,866-38.7% |
| Participant deferral / active EE | $6,023 | $5,179+16.3% | $4,320+39.4% | $5,352+12.5% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |