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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,131 | $60,989+100.3% | $60,919+100.5% | $66,949+82.4% |
| Participation rate | 98.3% | 74.5%+23.8pp | 73.1%+25.2pp | 69.8%+28.5pp |
| Annual return | -11.15% | -9.60%-1.6pp | 16.96%-28.1pp | 1.57%-12.7pp |
| Employer contribution / active EE | $7,760 | $2,661+191.7% | $2,704+187.0% | $2,545+204.9% |
| Participant deferral / active EE | $3,420 | $3,615-5.4% | $3,814-10.3% | $4,239-19.3% |
| Admin fee / account holder | $0 | $338-100.0% | $3,228-100.0% | $594-100.0% |