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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,238 | $65,704+83.0% | $94,229+27.6% | $59,633+101.6% |
| Participation rate | 91.9% | 72.1%+19.8pp | 78.8%+13.1pp | 68.7%+23.2pp |
| Annual return | -0.56% | 5.22%-5.8pp | 10.68%-11.2pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $13,917 | $2,021+588.7% | $3,587+288.0% | $2,203+531.8% |
| Participant deferral / active EE | $4,164 | $3,143+32.5% | $4,320-3.6% | $3,192+30.5% |
| Admin fee / account holder | $104 | $4,265-97.6% | $6,269-98.3% | $4,297-97.6% |