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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,630 | $75,935+91.8% | $60,547+140.5% | $125,388+16.1% |
| Participation rate | 80.0% | 76.5%+3.5pp | 68.0%+12.0pp | 83.2%-3.2pp |
| Annual return | -1.45% | -5.38%+3.9pp | 335.64%-337.1pp | 282.24%-283.7pp |
| Employer contribution / active EE | $1,469 | $3,438-57.3% | $2,419-39.3% | $4,866-69.8% |
| Participant deferral / active EE | $6,370 | $4,506+41.4% | $3,328+91.4% | $5,352+19.0% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |