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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,536 | $50,958+81.6% | $74,552+24.1% | $64,181+44.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -6.67% | -1.86%-4.8pp | 32.53%-39.2pp | 7.63%-14.3pp |
| Employer contribution / active EE | $9,375 | $1,115+740.6% | $1,961+378.1% | $2,381+293.8% |
| Participant deferral / active EE | $2,518 | $2,301+9.4% | $3,108-19.0% | $3,470-27.4% |
| Admin fee / account holder | $200 | $4,223-95.3% | $5,060-96.1% | $4,887-95.9% |