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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,967 | $83,908+44.2% | $68,509+76.6% | $125,389-3.5% |
| Participation rate | 90.0% | 78.2%+11.8pp | 74.7%+15.3pp | 83.2%+6.8pp |
| Annual return | -1.84% | 14.48%-16.3pp | 8.27%-10.1pp | 282.24%-284.1pp |
| Employer contribution / active EE | $2,386 | $3,031-21.3% | $2,278+4.8% | $4,866-51.0% |
| Participant deferral / active EE | $6,342 | $4,125+53.7% | $3,382+87.5% | $5,352+18.5% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |