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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,446 | $87,546+46.7% | $75,784+69.5% | $125,389+2.4% |
| Participation rate | 81.3% | 80.2%+1.1pp | 75.8%+5.4pp | 83.2%-1.9pp |
| Annual return | -1.22% | 13.49%-14.7pp | 9.68%-10.9pp | 282.24%-283.5pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,724 | $4,230+59.0% | $3,652+84.1% | $5,352+25.7% |
| Admin fee / account holder | $11 | $6,503-99.8% | $5,300-99.8% | $9,541-99.9% |