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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,802 | $65,453+52.5% | $86,698+15.1% | $66,938+49.1% |
| Participation rate | 99.5% | 75.5%+24.0pp | 76.6%+22.9pp | 69.8%+29.7pp |
| Annual return | -15.69% | -10.89%-4.8pp | 35.95%-51.6pp | 1.58%-17.3pp |
| Employer contribution / active EE | $3,881 | $2,154+80.2% | $2,837+36.8% | $2,545+52.5% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,238-100.0% |
| Admin fee / account holder | $282 | $642-56.0% | $7,493-96.2% | $594-52.5% |