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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,917 | $65,092+225.6% | $143,799+47.4% | $66,938+216.6% |
| Participation rate | 76.6% | 65.2%+11.4pp | 80.3%-3.7pp | 69.8%+6.8pp |
| Annual return | -16.90% | -11.14%-5.8pp | -0.04%-16.9pp | 1.58%-18.5pp |
| Employer contribution / active EE | $6,599 | $2,362+179.4% | $4,952+33.3% | $2,545+159.3% |
| Participant deferral / active EE | $4,274 | $2,920+46.3% | $5,638-24.2% | $4,238+0.8% |
| Admin fee / account holder | $0 | $502-100.0% | $14,677-100.0% | $594-100.0% |