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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,135 | $92,219+42.2% | $76,766+70.8% | $135,382-3.1% |
| Participation rate | 86.4% | 79.8%+6.6pp | 77.0%+9.4pp | 82.6%+3.7pp |
| Annual return | -2.90% | 5.46%-8.4pp | 2.43%-5.3pp | 519.77%-522.7pp |
| Employer contribution / active EE | $667 | $3,216-79.3% | $2,485-73.2% | $4,779-86.0% |
| Participant deferral / active EE | $4,852 | $4,508+7.6% | $3,851+26.0% | $5,609-13.5% |
| Admin fee / account holder | $83 | $10,749-99.2% | $6,675-98.7% | $10,829-99.2% |