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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,135 | $50,947+320.3% | $74,551+187.2% | $64,173+233.7% |
| Participation rate | 76.9% | 61.1%+15.9pp | 69.1%+7.8pp | 69.6%+7.4pp |
| Annual return | -5.01% | -1.85%-3.2pp | 32.53%-37.5pp | 7.63%-12.6pp |
| Employer contribution / active EE | $2,774 | $1,115+148.7% | $1,961+41.5% | $2,381+16.5% |
| Participant deferral / active EE | $7,080 | $2,302+207.6% | $3,108+127.8% | $3,470+104.0% |
| Admin fee / account holder | $0 | $4,221-100.0% | $5,059-100.0% | $4,887-100.0% |