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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,233 | $77,816+50.7% | $123,552-5.1% | $64,173+82.7% |
| Participation rate | 90.3% | 74.7%+15.6pp | 82.3%+8.0pp | 69.6%+20.8pp |
| Annual return | -8.06% | 12.49%-20.5pp | 119.20%-127.3pp | 7.63%-15.7pp |
| Employer contribution / active EE | $9,346 | $3,014+210.1% | $4,628+101.9% | $2,381+292.6% |
| Participant deferral / active EE | $10,858 | $5,240+107.2% | $6,426+69.0% | $3,470+212.9% |
| Admin fee / account holder | $40 | $5,519-99.3% | $9,285-99.6% | $4,887-99.2% |