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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,198 | $72,177+61.0% | $115,038+1.0% | $59,633+94.9% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.22% | 12.02%-13.2pp | 26.14%-27.4pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $2,986 | $2,841+5.1% | $4,608-35.2% | $2,203+35.6% |
| Participant deferral / active EE | $6,584 | $4,783+37.7% | $6,026+9.3% | $3,192+106.3% |
| Admin fee / account holder | $0 | $4,927-100.0% | $8,175-100.0% | $4,297-100.0% |