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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,431 | $71,872+82.9% | $86,691+51.6% | $68,495+91.9% |
| Participation rate | 75.9% | 72.2%+3.6pp | 76.6%-0.7pp | 67.9%+8.0pp |
| Annual return | -12.92% | 3.53%-16.4pp | 35.94%-48.9pp | -7.84%-5.1pp |
| Employer contribution / active EE | $3,583 | $2,173+64.9% | $2,837+26.3% | $2,596+38.0% |
| Participant deferral / active EE | $8,746 | $3,779+131.4% | $4,656+87.8% | $4,028+117.1% |
| Admin fee / account holder | $53 | $6,112-99.1% | $7,492-99.3% | $5,403-99.0% |