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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,168 | $44,764+233.2% | $68,803+116.8% | $64,824+130.1% |
| Participation rate | 89.0% | 64.8%+24.2pp | 69.0%+19.9pp | 71.5%+17.5pp |
| Annual return | 10.44% | -10.91%+21.3pp | -6.37%+16.8pp | 32.84%-22.4pp |
| Employer contribution / active EE | $20,583 | $1,775+1059.4% | $2,656+675.0% | $2,507+721.0% |
| Participant deferral / active EE | $0 | $3,238-100.0% | $3,942-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $151-99.9% | $4,936-100.0% | $188-99.9% |