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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,583 | $92,219+51.4% | $76,768+81.8% | $135,379+3.1% |
| Participation rate | 92.3% | 79.8%+12.5pp | 77.0%+15.3pp | 82.6%+9.7pp |
| Annual return | -6.24% | 5.46%-11.7pp | 2.43%-8.7pp | 519.79%-526.0pp |
| Employer contribution / active EE | $2,392 | $3,216-25.6% | $2,485-3.7% | $4,779-49.9% |
| Participant deferral / active EE | $6,323 | $4,508+40.2% | $3,852+64.2% | $5,609+12.7% |
| Admin fee / account holder | $181 | $10,749-98.3% | $6,675-97.3% | $10,828-98.3% |