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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,266 | $77,817+28.8% | $123,553-18.8% | $64,173+56.2% |
| Participation rate | 97.0% | 74.7%+22.3pp | 82.3%+14.7pp | 69.6%+27.4pp |
| Annual return | -5.42% | 12.49%-17.9pp | 119.21%-124.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $10,394 | $3,014+244.9% | $4,628+124.6% | $2,381+336.6% |
| Participant deferral / active EE | $8,398 | $5,240+60.3% | $6,426+30.7% | $3,470+142.1% |
| Admin fee / account holder | $248 | $5,519-95.5% | $9,284-97.3% | $4,887-94.9% |