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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,066 | $72,177+138.4% | $115,038+49.6% | $59,633+188.5% |
| Participation rate | 92.9% | 72.6%+20.3pp | 81.4%+11.5pp | 68.7%+24.2pp |
| Annual return | -0.55% | 12.02%-12.6pp | 26.14%-26.7pp | 2041.45%-2042.0pp |
| Employer contribution / active EE | $3,259 | $2,841+14.7% | $4,608-29.3% | $2,203+47.9% |
| Participant deferral / active EE | $7,974 | $4,783+66.7% | $6,026+32.3% | $3,192+149.9% |
| Admin fee / account holder | $86 | $4,927-98.3% | $8,175-98.9% | $4,297-98.0% |