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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,548 | $73,848+168.9% | $143,799+38.1% | $68,486+189.9% |
| Participation rate | 85.7% | 66.7%+19.1pp | 80.3%+5.4pp | 67.9%+17.8pp |
| Annual return | -17.55% | 0.91%-18.5pp | -0.04%-17.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $4,003 | $3,184+25.7% | $4,952-19.2% | $2,597+54.2% |
| Participant deferral / active EE | $5,824 | $3,385+72.1% | $5,638+3.3% | $4,028+44.6% |
| Admin fee / account holder | $248 | $5,755-95.7% | $14,677-98.3% | $5,404-95.4% |