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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,997 | $81,870+79.5% | $119,634+22.9% | $68,490+114.6% |
| Participation rate | 96.6% | 71.9%+24.7pp | 79.3%+17.3pp | 67.9%+28.7pp |
| Annual return | -13.57% | -23.82%+10.2pp | -14.98%+1.4pp | -7.85%-5.7pp |
| Employer contribution / active EE | $3,465 | $2,692+28.7% | $4,232-18.1% | $2,597+33.4% |
| Participant deferral / active EE | $11,149 | $4,148+168.8% | $5,601+99.0% | $4,028+176.8% |
| Admin fee / account holder | $0 | $6,583-100.0% | $10,329-100.0% | $5,403-100.0% |