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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,542 | $42,917+106.3% | $60,899+45.4% | $68,495+29.3% |
| Participation rate | 79.3% | 66.8%+12.5pp | 73.1%+6.2pp | 67.9%+11.4pp |
| Annual return | -11.62% | -13.99%+2.4pp | 16.92%-28.5pp | -7.84%-3.8pp |
| Employer contribution / active EE | $7,080 | $1,979+257.8% | $2,702+162.0% | $2,596+172.7% |
| Participant deferral / active EE | $8,202 | $2,867+186.1% | $3,817+114.9% | $4,028+103.7% |
| Admin fee / account holder | $38 | $3,102-98.8% | $3,225-98.8% | $5,403-99.3% |