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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,046 | $110,083+18.1% | $151,639-14.2% | $68,486+89.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -11.64% | -10.12%-1.5pp | 3.34%-15.0pp | -7.85%-3.8pp |
| Employer contribution / active EE | $4,322 | $4,470-3.3% | $6,165-29.9% | $2,597+66.5% |
| Participant deferral / active EE | $8,505 | $6,526+30.3% | $8,363+1.7% | $4,028+111.2% |
| Admin fee / account holder | $19 | $7,718-99.8% | $11,613-99.8% | $5,404-99.7% |