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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,593 | $72,177+82.3% | $115,038+14.4% | $59,633+120.7% |
| Participation rate | 82.8% | 72.6%+10.2pp | 81.4%+1.4pp | 68.7%+14.1pp |
| Annual return | -1.83% | 12.02%-13.8pp | 26.14%-28.0pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $6,826 | $2,841+140.3% | $4,608+48.1% | $2,203+209.9% |
| Participant deferral / active EE | $6,042 | $4,783+26.3% | $6,026+0.3% | $3,192+89.3% |
| Admin fee / account holder | $183 | $4,927-96.3% | $8,175-97.8% | $4,297-95.7% |