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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,822 | $104,650+117.7% | $83,854+171.7% | $155,188+46.8% |
| Participation rate | 85.7% | 65.1%+20.6pp | 59.1%+26.6pp | 80.8%+4.9pp |
| Annual return | 4.65% | 28.97%-24.3pp | 31.39%-26.7pp | 148.84%-144.2pp |
| Employer contribution / active EE | $0 | $1,196-100.0% | $1,017-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $2,367-100.0% | $2,035-100.0% | $6,531-100.0% |
| Admin fee / account holder | $261 | $3,518-92.6% | $3,197-91.8% | $14,480-98.2% |