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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,330 | $69,518+25.6% | $59,883+45.8% | $135,382-35.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -3.28% | 7.95%-11.2pp | 3.46%-6.7pp | 519.77%-523.0pp |
| Employer contribution / active EE | $6,809 | $3,235+110.5% | $2,722+150.2% | $4,779+42.5% |
| Participant deferral / active EE | $1,039 | $4,204-75.3% | $3,402-69.4% | $5,609-81.5% |
| Admin fee / account holder | $140 | $5,734-97.6% | $3,591-96.1% | $10,829-98.7% |