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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,423 | $82,028+127.3% | $123,105+51.4% | $59,633+212.6% |
| Participation rate | 82.1% | 83.2%-1.1pp | 86.8%-4.6pp | 68.7%+13.5pp |
| Annual return | -1.08% | 5.12%-6.2pp | 13.22%-14.3pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $11,467 | $3,297+247.8% | $5,151+122.6% | $2,203+420.6% |
| Participant deferral / active EE | $5,990 | $4,667+28.4% | $6,229-3.8% | $3,192+87.7% |
| Admin fee / account holder | $25 | $5,879-99.6% | $9,014-99.7% | $4,297-99.4% |