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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,419 | $158,852+26.2% | $121,220+65.3% | $135,380+48.0% |
| Participation rate | 93.8% | 79.3%+14.4pp | 71.8%+22.0pp | 82.6%+11.1pp |
| Annual return | -1.87% | -0.64%-1.2pp | 16.94%-18.8pp | 519.81%-521.7pp |
| Employer contribution / active EE | $4,628 | $5,666-18.3% | $4,023+15.0% | $4,779-3.2% |
| Participant deferral / active EE | $9,283 | $4,006+131.8% | $3,345+177.5% | $5,609+65.5% |
| Admin fee / account holder | $239 | $6,515-96.3% | $5,021-95.2% | $10,828-97.8% |