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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,062 | $92,219+49.7% | $76,768+79.8% | $135,379+2.0% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | -8.34% | 5.46%-13.8pp | 2.43%-10.8pp | 519.79%-528.1pp |
| Employer contribution / active EE | $2,079 | $3,216-35.4% | $2,485-16.4% | $4,779-56.5% |
| Participant deferral / active EE | $4,259 | $4,508-5.5% | $3,852+10.6% | $5,609-24.1% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |