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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,490 | $57,352+206.0% | $83,831+109.3% | $64,173+173.5% |
| Participation rate | 80.8% | 68.6%+12.2pp | 76.1%+4.6pp | 69.6%+11.2pp |
| Annual return | -3.66% | 11.38%-15.0pp | 850.99%-854.6pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,861 | $2,546-26.9% | $3,631-48.7% | $2,381-21.8% |
| Participant deferral / active EE | $7,062 | $2,993+135.9% | $4,082+73.0% | $3,470+103.5% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,479-100.0% | $4,887-100.0% |