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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,595 | $113,941+23.4% | $94,229+49.2% | $125,389+12.1% |
| Participation rate | 90.0% | 82.9%+7.1pp | 78.8%+11.2pp | 83.2%+6.8pp |
| Annual return | -1.50% | 5.29%-6.8pp | 10.68%-12.2pp | 282.24%-283.7pp |
| Employer contribution / active EE | $6,000 | $4,727+26.9% | $3,587+67.3% | $4,866+23.3% |
| Participant deferral / active EE | $3,987 | $5,179-23.0% | $4,320-7.7% | $5,352-25.5% |
| Admin fee / account holder | $266 | $8,392-96.8% | $6,269-95.8% | $9,541-97.2% |