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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,776 | $84,527+14.5% | $67,711+42.9% | $125,393-22.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -0.86% | 2.57%-3.4pp | 25.41%-26.3pp | 282.23%-283.1pp |
| Employer contribution / active EE | $840 | $3,292-74.5% | $2,559-67.2% | $4,866-82.7% |
| Participant deferral / active EE | $18,000 | $4,429+306.4% | $3,585+402.1% | $5,351+236.4% |
| Admin fee / account holder | -$91 | $5,340-101.7% | $4,255-102.1% | $9,541-100.9% |