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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,806 | $77,817-9.0% | $123,553-42.7% | $64,173+10.3% |
| Participation rate | 93.5% | 74.7%+18.8pp | 82.3%+11.3pp | 69.6%+24.0pp |
| Annual return | -7.71% | 12.49%-20.2pp | 119.21%-126.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $6,434 | $3,014+113.5% | $4,628+39.0% | $2,381+170.3% |
| Participant deferral / active EE | $5,510 | $5,240+5.1% | $6,426-14.3% | $3,470+58.8% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,887-100.0% |