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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,208 | $49,177+136.3% | $79,466+46.2% | $64,173+81.1% |
| Participation rate | 90.2% | 65.0%+25.2pp | 73.3%+16.9pp | 69.6%+20.6pp |
| Annual return | -4.87% | -1.16%-3.7pp | 718.28%-723.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $5,025 | $2,076+142.0% | $2,800+79.4% | $2,381+111.1% |
| Participant deferral / active EE | $6,403 | $2,821+127.0% | $3,704+72.9% | $3,470+84.6% |
| Admin fee / account holder | $173 | $3,839-95.5% | $5,104-96.6% | $4,887-96.5% |