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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,884 | $42,910+130.4% | $60,919+62.3% | $68,490+44.4% |
| Participation rate | 97.5% | 66.8%+30.7pp | 73.1%+24.4pp | 67.9%+29.6pp |
| Annual return | -12.51% | -13.99%+1.5pp | 16.96%-29.5pp | -7.85%-4.7pp |
| Employer contribution / active EE | $9,661 | $1,978+388.3% | $2,704+257.3% | $2,597+272.0% |
| Participant deferral / active EE | $4,561 | $2,866+59.1% | $3,814+19.6% | $4,028+13.2% |
| Admin fee / account holder | $27 | $3,104-99.1% | $3,228-99.2% | $5,403-99.5% |