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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,197 | $77,816+49.3% | $123,552-6.0% | $64,173+81.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.31% | 12.49%-18.8pp | 119.20%-125.5pp | 7.63%-13.9pp |
| Employer contribution / active EE | $2,740 | $3,014-9.1% | $4,628-40.8% | $2,381+15.1% |
| Participant deferral / active EE | $11,225 | $5,240+114.2% | $6,426+74.7% | $3,470+223.5% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,285-100.0% | $4,887-100.0% |