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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,841 | $113,941+96.5% | $94,229+137.6% | $125,389+78.5% |
| Participation rate | 91.7% | 82.9%+8.8pp | 78.8%+12.9pp | 83.2%+8.5pp |
| Annual return | -0.54% | 5.29%-5.8pp | 10.68%-11.2pp | 282.24%-282.8pp |
| Employer contribution / active EE | $2,911 | $4,727-38.4% | $3,587-18.8% | $4,866-40.2% |
| Participant deferral / active EE | $6,863 | $5,179+32.5% | $4,320+58.8% | $5,352+28.2% |
| Admin fee / account holder | $143 | $8,392-98.3% | $6,269-97.7% | $9,541-98.5% |