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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,083 | $71,873+220.1% | $86,698+165.4% | $68,490+235.9% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -14.85% | 3.54%-18.4pp | 35.96%-50.8pp | -7.85%-7.0pp |
| Employer contribution / active EE | $2,846 | $2,173+30.9% | $2,837+0.3% | $2,597+9.6% |
| Participant deferral / active EE | $7,741 | $3,779+104.8% | $4,656+66.3% | $4,028+92.2% |
| Admin fee / account holder | $0 | $6,110-100.0% | $7,492-100.0% | $5,403-100.0% |