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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,098 | $72,177+153.7% | $115,038+59.2% | $59,633+207.0% |
| Participation rate | 92.0% | 72.6%+19.4pp | 81.4%+10.6pp | 68.7%+23.3pp |
| Annual return | -0.64% | 12.02%-12.7pp | 26.14%-26.8pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $7,304 | $2,841+157.1% | $4,608+58.5% | $2,203+231.6% |
| Participant deferral / active EE | $3,840 | $4,783-19.7% | $6,026-36.3% | $3,192+20.3% |
| Admin fee / account holder | $244 | $4,927-95.1% | $8,175-97.0% | $4,297-94.3% |