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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,785 | $61,660+69.9% | $80,022+30.9% | $64,173+63.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -5.91% | -0.33%-5.6pp | 11.22%-17.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,501 | $1,810+38.1% | $2,468+1.3% | $2,381+5.0% |
| Participant deferral / active EE | $6,188 | $2,968+108.5% | $3,686+67.9% | $3,470+78.4% |
| Admin fee / account holder | $254 | $5,417-95.3% | $6,521-96.1% | $4,887-94.8% |