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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,369 | $73,863+136.1% | $143,797+21.3% | $68,490+154.6% |
| Participation rate | 96.9% | 66.7%+30.2pp | 80.3%+16.6pp | 67.9%+29.0pp |
| Annual return | -17.25% | 0.91%-18.2pp | -0.04%-17.2pp | -7.85%-9.4pp |
| Employer contribution / active EE | $7,800 | $3,185+144.9% | $4,952+57.5% | $2,597+200.4% |
| Participant deferral / active EE | $13,810 | $3,385+308.0% | $5,638+144.9% | $4,028+242.9% |
| Admin fee / account holder | $19 | $5,756-99.7% | $14,679-99.9% | $5,403-99.7% |