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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,821 | $131,835+35.6% | $108,582+64.7% | $273,972-34.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.28% | -91.57%+97.8pp | -51.70%+58.0pp | 41.46%-35.2pp |
| Employer contribution / active EE | $6,196 | $4,913+26.1% | $3,758+64.8% | $4,869+27.3% |
| Participant deferral / active EE | $5,295 | $5,127+3.3% | $4,311+22.8% | $5,287+0.2% |
| Admin fee / account holder | $242 | $10,253-97.6% | $7,645-96.8% | $10,133-97.6% |