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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,883 | $110,083+74.3% | $151,628+26.5% | $68,495+180.1% |
| Participation rate | 92.9% | 84.0%+8.9pp | 87.5%+5.4pp | 67.9%+25.0pp |
| Annual return | -15.84% | -10.12%-5.7pp | 3.34%-19.2pp | -7.84%-8.0pp |
| Employer contribution / active EE | $5,904 | $4,470+32.1% | $6,165-4.2% | $2,596+127.4% |
| Participant deferral / active EE | $14,019 | $6,526+114.8% | $8,363+67.6% | $4,028+248.1% |
| Admin fee / account holder | $281 | $7,718-96.4% | $11,613-97.6% | $5,403-94.8% |