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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,891 | $87,544+97.5% | $75,784+128.1% | $125,388+37.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.70% | 13.49%-16.2pp | 9.68%-12.4pp | 282.24%-284.9pp |
| Employer contribution / active EE | $1,832 | $3,930-53.4% | $3,323-44.9% | $4,866-62.4% |
| Participant deferral / active EE | $10,754 | $4,229+154.3% | $3,652+194.5% | $5,352+100.9% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,300-100.0% | $9,541-100.0% |