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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,127 | $84,518-14.7% | $67,704+6.5% | $125,389-42.5% |
| Participation rate | 93.3% | 74.8%+18.5pp | 67.5%+25.8pp | 83.2%+10.1pp |
| Annual return | -0.36% | 2.57%-2.9pp | 25.41%-25.8pp | 282.24%-282.6pp |
| Employer contribution / active EE | $11,874 | $3,292+260.7% | $2,559+364.0% | $4,866+144.0% |
| Participant deferral / active EE | $8,065 | $4,430+82.1% | $3,585+124.9% | $5,352+50.7% |
| Admin fee / account holder | $159 | $5,340-97.0% | $4,255-96.3% | $9,541-98.3% |