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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,597 | $69,541+14.5% | $59,899+32.9% | $135,380-41.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -4.37% | 7.95%-12.3pp | 3.46%-7.8pp | 519.81%-524.2pp |
| Employer contribution / active EE | $3,825 | $3,236+18.2% | $2,723+40.5% | $4,779-20.0% |
| Participant deferral / active EE | $3,431 | $4,206-18.4% | $3,402+0.8% | $5,609-38.8% |
| Admin fee / account holder | $215 | $5,737-96.3% | $3,592-94.0% | $10,828-98.0% |