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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,549 | $69,541+64.7% | $59,899+91.2% | $135,380-15.4% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.7%+8.6pp | 82.6%+0.7pp |
| Annual return | -6.64% | 7.95%-14.6pp | 3.46%-10.1pp | 519.81%-526.5pp |
| Employer contribution / active EE | $2,633 | $3,236-18.6% | $2,723-3.3% | $4,779-44.9% |
| Participant deferral / active EE | $2,309 | $4,206-45.1% | $3,402-32.1% | $5,609-58.8% |
| Admin fee / account holder | $65 | $5,737-98.9% | $3,592-98.2% | $10,828-99.4% |