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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,738 | $102,661+84.8% | $151,645+25.1% | $66,949+183.4% |
| Participation rate | 92.6% | 85.5%+7.0pp | 87.5%+5.1pp | 69.8%+22.7pp |
| Annual return | -16.66% | -10.81%-5.8pp | 3.34%-20.0pp | 1.57%-18.2pp |
| Employer contribution / active EE | $12,075 | $4,184+188.6% | $6,165+95.9% | $2,545+374.4% |
| Participant deferral / active EE | $15,560 | $6,645+134.2% | $8,363+86.1% | $4,239+267.1% |
| Admin fee / account holder | $7 | $630-98.9% | $11,614-99.9% | $594-98.8% |