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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,133 | $71,142+101.2% | $119,622+19.7% | $64,819+120.8% |
| Participation rate | 99.4% | 78.6%+20.8pp | 79.3%+20.2pp | 71.5%+28.0pp |
| Annual return | 7.03% | -10.01%+17.0pp | -14.98%+22.0pp | 32.84%-25.8pp |
| Employer contribution / active EE | $5,496 | $2,497+120.1% | $4,232+29.9% | $2,507+119.2% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,601-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $162-100.0% | $10,328-100.0% | $188-100.0% |