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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,119 | $49,280+147.8% | $67,313+81.4% | $64,173+90.3% |
| Participation rate | 73.1% | 60.8%+12.3pp | 69.1%+4.0pp | 69.6%+3.5pp |
| Annual return | -6.09% | -1.39%-4.7pp | -4.08%-2.0pp | 7.63%-13.7pp |
| Employer contribution / active EE | $2,373 | $1,668+42.2% | $2,566-7.5% | $2,381-0.3% |
| Participant deferral / active EE | $6,356 | $2,484+155.8% | $3,568+78.1% | $3,470+83.2% |
| Admin fee / account holder | $52 | $3,863-98.7% | $4,507-98.9% | $4,887-98.9% |