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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,016 | $46,332+202.2% | $143,799-2.6% | $64,819+116.0% |
| Participation rate | 95.6% | 64.2%+31.4pp | 80.3%+15.3pp | 71.5%+24.2pp |
| Annual return | 4.37% | -10.05%+14.4pp | -0.04%+4.4pp | 32.84%-28.5pp |
| Employer contribution / active EE | $7,570 | $1,911+296.1% | $4,952+52.9% | $2,507+202.0% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $5,638-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $154-100.0% | $14,677-100.0% | $188-100.0% |