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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,500 | $86,692+42.5% | $119,634+3.2% | $66,949+84.5% |
| Participation rate | 98.1% | 75.6%+22.6pp | 79.3%+18.9pp | 69.8%+28.3pp |
| Annual return | 9.98% | -8.00%+18.0pp | -14.98%+25.0pp | 1.57%+8.4pp |
| Employer contribution / active EE | $12,389 | $2,536+388.5% | $4,232+192.7% | $2,545+386.7% |
| Participant deferral / active EE | $0 | $4,360-100.0% | $5,601-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $755-100.0% | $10,329-100.0% | $594-100.0% |