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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,061 | $95,188+106.0% | $76,518+156.2% | $135,380+44.8% |
| Participation rate | 85.7% | 74.4%+11.3pp | 68.0%+17.7pp | 82.6%+3.1pp |
| Annual return | -3.23% | 4.85%-8.1pp | -0.27%-3.0pp | 519.81%-523.0pp |
| Employer contribution / active EE | $2,936 | $3,303-11.1% | $2,647+10.9% | $4,779-38.6% |
| Participant deferral / active EE | $9,384 | $4,640+102.3% | $3,836+144.6% | $5,609+67.3% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |