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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,273 | $42,910+182.6% | $60,919+99.1% | $68,490+77.1% |
| Participation rate | 88.2% | 66.8%+21.4pp | 73.1%+15.1pp | 67.9%+20.3pp |
| Annual return | -8.76% | -13.99%+5.2pp | 16.96%-25.7pp | -7.85%-0.9pp |
| Employer contribution / active EE | $4,288 | $1,978+116.8% | $2,704+58.6% | $2,597+65.1% |
| Participant deferral / active EE | $2,091 | $2,866-27.0% | $3,814-45.2% | $4,028-48.1% |
| Admin fee / account holder | $4 | $3,104-99.9% | $3,228-99.9% | $5,403-99.9% |