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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,745 | $87,546+49.3% | $75,784+72.5% | $125,389+4.3% |
| Participation rate | 92.3% | 80.2%+12.1pp | 75.8%+16.5pp | 83.2%+9.1pp |
| Annual return | -0.41% | 13.49%-13.9pp | 9.68%-10.1pp | 282.24%-282.7pp |
| Employer contribution / active EE | $9,749 | $3,930+148.0% | $3,323+193.3% | $4,866+100.3% |
| Participant deferral / active EE | $3,845 | $4,230-9.1% | $3,652+5.3% | $5,352-28.2% |
| Admin fee / account holder | $158 | $6,503-97.6% | $5,300-97.0% | $9,541-98.3% |