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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,385 | $92,219+122.7% | $76,768+167.5% | $135,379+51.7% |
| Participation rate | 88.9% | 79.8%+9.1pp | 77.0%+11.9pp | 82.6%+6.2pp |
| Annual return | -6.05% | 5.46%-11.5pp | 2.43%-8.5pp | 519.79%-525.8pp |
| Employer contribution / active EE | $11,577 | $3,216+260.0% | $2,485+365.8% | $4,779+142.2% |
| Participant deferral / active EE | $11,163 | $4,508+147.6% | $3,852+189.8% | $5,609+99.0% |
| Admin fee / account holder | $30 | $10,749-99.7% | $6,675-99.6% | $10,828-99.7% |