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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,777 | $73,848+93.3% | $143,799-0.7% | $68,486+108.5% |
| Participation rate | 98.8% | 66.7%+32.1pp | 80.3%+18.5pp | 67.9%+30.9pp |
| Annual return | -16.38% | 0.91%-17.3pp | -0.04%-16.3pp | -7.85%-8.5pp |
| Employer contribution / active EE | $4,637 | $3,184+45.6% | $4,952-6.4% | $2,597+78.6% |
| Participant deferral / active EE | $9,212 | $3,385+172.2% | $5,638+63.4% | $4,028+128.7% |
| Admin fee / account holder | $42 | $5,755-99.3% | $14,677-99.7% | $5,404-99.2% |