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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,646 | $48,267+108.5% | $68,808+46.3% | $68,486+47.0% |
| Participation rate | 76.0% | 60.7%+15.3pp | 69.0%+7.0pp | 67.9%+8.1pp |
| Annual return | -17.02% | -12.70%-4.3pp | -6.37%-10.6pp | -7.85%-9.2pp |
| Employer contribution / active EE | $2,063 | $1,829+12.8% | $2,656-22.3% | $2,597-20.6% |
| Participant deferral / active EE | $4,649 | $2,867+62.2% | $3,942+17.9% | $4,028+15.4% |
| Admin fee / account holder | $5 | $4,362-99.9% | $4,936-99.9% | $5,404-99.9% |