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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,404 | $42,353+269.3% | $79,551+96.6% | $64,811+141.3% |
| Participation rate | 98.1% | 64.8%+33.4pp | 69.5%+28.6pp | 71.5%+26.7pp |
| Annual return | 8.76% | -12.24%+21.0pp | 0.14%+8.6pp | 32.83%-24.1pp |
| Employer contribution / active EE | $7,798 | $1,181+560.5% | $2,413+223.2% | $2,506+211.1% |
| Participant deferral / active EE | $0 | $3,170-100.0% | $3,985-100.0% | $4,310-100.0% |
| Admin fee / account holder | $3 | $160-98.3% | $6,833-100.0% | $188-98.5% |