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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,971 | $65,704+5.0% | $94,229-26.8% | $59,633+15.7% |
| Participation rate | 93.1% | 72.1%+21.0pp | 78.8%+14.3pp | 68.7%+24.4pp |
| Annual return | -1.15% | 5.22%-6.4pp | 10.68%-11.8pp | 2041.45%-2042.6pp |
| Employer contribution / active EE | $7,371 | $2,021+264.8% | $3,587+105.5% | $2,203+234.6% |
| Participant deferral / active EE | $5,786 | $3,143+84.1% | $4,320+33.9% | $3,192+81.3% |
| Admin fee / account holder | $0 | $4,265-100.0% | $6,269-100.0% | $4,297-100.0% |