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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,446 | $65,704+69.6% | $94,229+18.3% | $59,633+86.9% |
| Participation rate | 88.5% | 72.1%+16.3pp | 78.8%+9.7pp | 68.7%+19.8pp |
| Annual return | -1.86% | 5.22%-7.1pp | 10.68%-12.5pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $2,428 | $2,021+20.2% | $3,587-32.3% | $2,203+10.2% |
| Participant deferral / active EE | $5,549 | $3,143+76.5% | $4,320+28.4% | $3,192+73.9% |
| Admin fee / account holder | $144 | $4,265-96.6% | $6,269-97.7% | $4,297-96.6% |