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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,953 | $73,863+123.3% | $143,797+14.7% | $68,490+140.8% |
| Participation rate | 91.8% | 66.7%+25.2pp | 80.3%+11.5pp | 67.9%+23.9pp |
| Annual return | -16.62% | 0.91%-17.5pp | -0.04%-16.6pp | -7.85%-8.8pp |
| Employer contribution / active EE | $4,585 | $3,185+44.0% | $4,952-7.4% | $2,597+76.6% |
| Participant deferral / active EE | $6,662 | $3,385+96.8% | $5,638+18.1% | $4,028+65.4% |
| Admin fee / account holder | $112 | $5,756-98.1% | $14,679-99.2% | $5,403-97.9% |