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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,743 | $77,817+37.2% | $123,553-13.6% | $64,173+66.3% |
| Participation rate | 97.7% | 74.7%+23.0pp | 82.3%+15.4pp | 69.6%+28.2pp |
| Annual return | -8.12% | 12.49%-20.6pp | 119.21%-127.3pp | 7.63%-15.8pp |
| Employer contribution / active EE | $8,366 | $3,014+177.6% | $4,628+80.8% | $2,381+251.4% |
| Participant deferral / active EE | $3,887 | $5,240-25.8% | $6,426-39.5% | $3,470+12.0% |
| Admin fee / account holder | $252 | $5,519-95.4% | $9,284-97.3% | $4,887-94.8% |