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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,887 | $42,383+166.4% | $76,518+47.5% | $64,173+75.9% |
| Participation rate | 97.3% | 58.1%+39.2pp | 68.0%+29.3pp | 69.6%+27.7pp |
| Annual return | -8.71% | -16.54%+7.8pp | -0.27%-8.4pp | 7.63%-16.3pp |
| Employer contribution / active EE | $6,445 | $1,563+312.3% | $2,647+143.4% | $2,381+170.7% |
| Participant deferral / active EE | $12,333 | $2,566+380.6% | $3,836+221.5% | $3,470+255.5% |
| Admin fee / account holder | $283 | $3,198-91.1% | $4,849-94.2% | $4,887-94.2% |