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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,101 | $92,219+112.6% | $76,768+155.4% | $135,379+44.9% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | -6.78% | 5.46%-12.2pp | 2.43%-9.2pp | 519.79%-526.6pp |
| Employer contribution / active EE | $1,772 | $3,216-44.9% | $2,485-28.7% | $4,779-62.9% |
| Participant deferral / active EE | $6,819 | $4,508+51.2% | $3,852+77.0% | $5,609+21.6% |
| Admin fee / account holder | $279 | $10,749-97.4% | $6,675-95.8% | $10,828-97.4% |