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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,464 | $77,817+62.5% | $123,553+2.4% | $64,173+97.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.68% | 12.49%-18.2pp | 119.21%-124.9pp | 7.63%-13.3pp |
| Employer contribution / active EE | $6,959 | $3,014+130.9% | $4,628+50.4% | $2,381+192.3% |
| Participant deferral / active EE | $6,733 | $5,240+28.5% | $6,426+4.8% | $3,470+94.1% |
| Admin fee / account holder | $58 | $5,519-99.0% | $9,284-99.4% | $4,887-98.8% |