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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,598 | $127,096+35.0% | $105,736+62.3% | $135,380+26.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -7.28% | 4.49%-11.8pp | 6.27%-13.5pp | 519.81%-527.1pp |
| Employer contribution / active EE | $9,897 | $4,107+141.0% | $3,268+202.8% | $4,779+107.1% |
| Participant deferral / active EE | $4,386 | $5,064-13.4% | $4,080+7.5% | $5,609-21.8% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |