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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,478 | $131,835+53.6% | $108,582+86.5% | $273,972-26.1% |
| Participation rate | 81.8% | 83.5%-1.6pp | 79.6%+2.2pp | 83.0%-1.2pp |
| Annual return | 7.89% | -91.57%+99.5pp | -51.70%+59.6pp | 41.46%-33.6pp |
| Employer contribution / active EE | $1,284 | $4,913-73.9% | $3,758-65.8% | $4,869-73.6% |
| Participant deferral / active EE | $7,427 | $5,127+44.8% | $4,311+72.3% | $5,287+40.5% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |