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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,083 | $42,917+261.4% | $60,899+154.7% | $68,495+126.4% |
| Participation rate | 81.3% | 66.8%+14.5pp | 73.1%+8.1pp | 67.9%+13.4pp |
| Annual return | -12.02% | -13.99%+2.0pp | 16.92%-28.9pp | -7.84%-4.2pp |
| Employer contribution / active EE | $6,061 | $1,979+206.3% | $2,702+124.3% | $2,596+133.4% |
| Participant deferral / active EE | $10,867 | $2,867+279.1% | $3,817+184.7% | $4,028+169.8% |
| Admin fee / account holder | $0 | $3,102-100.0% | $3,225-100.0% | $5,403-100.0% |