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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,394 | $77,817+23.9% | $123,553-22.0% | $64,173+50.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.00% | 12.49%-19.5pp | 119.21%-126.2pp | 7.63%-14.6pp |
| Employer contribution / active EE | $4,742 | $3,014+57.3% | $4,628+2.5% | $2,381+99.2% |
| Participant deferral / active EE | $6,989 | $5,240+33.4% | $6,426+8.8% | $3,470+101.4% |
| Admin fee / account holder | $181 | $5,519-96.7% | $9,284-98.1% | $4,887-96.3% |