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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,766 | $48,050+136.8% | $85,969+32.3% | $59,633+90.8% |
| Participation rate | 90.5% | 64.5%+26.0pp | 76.5%+13.9pp | 68.7%+21.8pp |
| Annual return | -0.16% | 0.29%-0.5pp | 9.32%-9.5pp | 2041.45%-2041.6pp |
| Employer contribution / active EE | $3,595 | $1,640+119.3% | $3,474+3.5% | $2,203+63.2% |
| Participant deferral / active EE | $4,801 | $2,249+113.4% | $3,829+25.4% | $3,192+50.4% |
| Admin fee / account holder | $192 | $3,206-94.0% | $6,053-96.8% | $4,297-95.5% |