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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,467 | $73,863+221.5% | $143,797+65.1% | $68,490+246.7% |
| Participation rate | 97.1% | 66.7%+30.4pp | 80.3%+16.7pp | 67.9%+29.2pp |
| Annual return | -17.71% | 0.91%-18.6pp | -0.04%-17.7pp | -7.85%-9.9pp |
| Employer contribution / active EE | $26,507 | $3,185+732.3% | $4,952+435.2% | $2,597+920.8% |
| Participant deferral / active EE | $16,957 | $3,385+401.0% | $5,638+200.7% | $4,028+321.0% |
| Admin fee / account holder | $26 | $5,756-99.6% | $14,679-99.8% | $5,403-99.5% |