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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,124 | $72,404+9.3% | $110,243-28.2% | $64,173+23.3% |
| Participation rate | 96.7% | 73.3%+23.3pp | 79.8%+16.8pp | 69.6%+27.1pp |
| Annual return | -6.03% | -6.29%+0.3pp | 314.76%-320.8pp | 7.63%-13.7pp |
| Employer contribution / active EE | $5,938 | $2,282+160.3% | $3,827+55.2% | $2,381+149.4% |
| Participant deferral / active EE | $4,448 | $3,469+28.2% | $4,672-4.8% | $3,470+28.2% |
| Admin fee / account holder | $259 | $5,664-95.4% | $8,548-97.0% | $4,887-94.7% |