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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,818 | $72,177-10.2% | $115,038-43.7% | $59,633+8.7% |
| Participation rate | 97.3% | 72.6%+24.7pp | 81.4%+15.9pp | 68.7%+28.6pp |
| Annual return | -0.46% | 12.02%-12.5pp | 26.14%-26.6pp | 2041.45%-2041.9pp |
| Employer contribution / active EE | $8,514 | $2,841+199.7% | $4,608+84.8% | $2,203+286.5% |
| Participant deferral / active EE | $12,372 | $4,783+158.7% | $6,026+105.3% | $3,192+287.6% |
| Admin fee / account holder | $23 | $4,927-99.5% | $8,175-99.7% | $4,297-99.5% |