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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,792 | $127,100+69.8% | $105,738+104.1% | $135,379+59.4% |
| Participation rate | 93.3% | 82.7%+10.6pp | 76.3%+17.0pp | 82.6%+10.7pp |
| Annual return | -5.82% | 4.49%-10.3pp | 6.27%-12.1pp | 519.79%-525.6pp |
| Employer contribution / active EE | $6,708 | $4,107+63.3% | $3,268+105.2% | $4,779+40.4% |
| Participant deferral / active EE | $4,080 | $5,064-19.4% | $4,0800% | $5,609-27.3% |
| Admin fee / account holder | $26 | $9,087-99.7% | $6,913-99.6% | $10,828-99.8% |