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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,024 | $95,193+36.6% | $76,523+69.9% | $135,382-4.0% |
| Participation rate | 90.0% | 74.4%+15.6pp | 68.0%+22.0pp | 82.6%+7.4pp |
| Annual return | -8.88% | 4.85%-13.7pp | -0.27%-8.6pp | 519.77%-528.6pp |
| Employer contribution / active EE | $2,314 | $3,302-29.9% | $2,647-12.6% | $4,779-51.6% |
| Participant deferral / active EE | $5,731 | $4,639+23.5% | $3,835+49.4% | $5,609+2.2% |
| Admin fee / account holder | $15 | $6,249-99.8% | $4,848-99.7% | $10,829-99.9% |