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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,180 | $99,032+45.6% | $80,022+80.2% | $135,380+6.5% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.64% | 15.39%-21.0pp | 11.22%-16.9pp | 519.81%-525.4pp |
| Employer contribution / active EE | $7,189 | $3,043+136.2% | $2,468+191.3% | $4,779+50.4% |
| Participant deferral / active EE | $8,353 | $4,282+95.1% | $3,686+126.6% | $5,609+48.9% |
| Admin fee / account holder | $35 | $10,436-99.7% | $6,521-99.5% | $10,828-99.7% |