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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,222 | $127,096+13.5% | $105,736+36.4% | $135,380+6.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -4.77% | 4.49%-9.3pp | 6.27%-11.0pp | 519.81%-524.6pp |
| Employer contribution / active EE | $9,609 | $4,107+134.0% | $3,268+194.0% | $4,779+101.1% |
| Participant deferral / active EE | $3,696 | $5,064-27.0% | $4,080-9.4% | $5,609-34.1% |
| Admin fee / account holder | $0 | $9,087-100.0% | $6,913-100.0% | $10,828-100.0% |