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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,475 | $64,729+86.1% | $112,263+7.3% | $68,490+75.9% |
| Participation rate | 82.7% | 67.2%+15.5pp | 75.1%+7.6pp | 67.9%+14.8pp |
| Annual return | -16.37% | -11.40%-5.0pp | 27.49%-43.9pp | -7.85%-8.5pp |
| Employer contribution / active EE | $7,568 | $2,746+175.6% | $3,636+108.1% | $2,597+191.5% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $297 | $5,222-94.3% | $6,410-95.4% | $5,403-94.5% |