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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,520 | $73,848+163.4% | $143,799+35.3% | $68,486+184.0% |
| Participation rate | 88.5% | 66.7%+21.9pp | 80.3%+8.2pp | 67.9%+20.6pp |
| Annual return | -16.02% | 0.91%-16.9pp | -0.04%-16.0pp | -7.85%-8.2pp |
| Employer contribution / active EE | $6,261 | $3,184+96.6% | $4,952+26.4% | $2,597+141.1% |
| Participant deferral / active EE | $6,232 | $3,385+84.1% | $5,638+10.5% | $4,028+54.7% |
| Admin fee / account holder | $34 | $5,755-99.4% | $14,677-99.8% | $5,404-99.4% |