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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,722 | $45,872+132.7% | $77,100+38.4% | $68,490+55.8% |
| Participation rate | 96.0% | 55.9%+40.1pp | 67.9%+28.1pp | 67.9%+28.1pp |
| Annual return | -16.27% | 1.73%-18.0pp | 42.35%-58.6pp | -7.85%-8.4pp |
| Employer contribution / active EE | $8,282 | $1,650+402.1% | $2,815+194.2% | $2,597+218.9% |
| Participant deferral / active EE | $9,065 | $2,963+206.0% | $4,430+104.6% | $4,028+125.1% |
| Admin fee / account holder | $48 | $3,041-98.4% | $5,443-99.1% | $5,403-99.1% |