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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,419 | $60,989+63.0% | $60,919+63.2% | $66,949+48.5% |
| Participation rate | 97.1% | 74.5%+22.6pp | 73.1%+24.0pp | 69.8%+27.3pp |
| Annual return | -8.75% | -9.60%+0.8pp | 16.96%-25.7pp | 1.57%-10.3pp |
| Employer contribution / active EE | $3,354 | $2,661+26.1% | $2,704+24.0% | $2,545+31.8% |
| Participant deferral / active EE | $4,637 | $3,615+28.3% | $3,814+21.6% | $4,239+9.4% |
| Admin fee / account holder | $160 | $338-52.7% | $3,228-95.0% | $594-73.0% |