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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,897 | $92,219+100.5% | $76,768+140.9% | $135,379+36.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.01% | 5.46%-10.5pp | 2.43%-7.4pp | 519.79%-524.8pp |
| Employer contribution / active EE | $7,904 | $3,216+145.8% | $2,485+218.0% | $4,779+65.4% |
| Participant deferral / active EE | $3,170 | $4,508-29.7% | $3,852-17.7% | $5,609-43.5% |
| Admin fee / account holder | $70 | $10,749-99.4% | $6,675-99.0% | $10,828-99.4% |