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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,371 | $76,912+4.5% | $129,118-37.8% | $68,490+17.3% |
| Participation rate | 80.6% | 69.1%+11.5pp | 77.2%+3.4pp | 67.9%+12.7pp |
| Annual return | -18.83% | -9.78%-9.0pp | -10.94%-7.9pp | -7.85%-11.0pp |
| Employer contribution / active EE | $6,001 | $3,243+85.1% | $5,051+18.8% | $2,597+131.1% |
| Participant deferral / active EE | $9,468 | $4,732+100.1% | $6,539+44.8% | $4,028+135.1% |
| Admin fee / account holder | $235 | $6,638-96.5% | $14,305-98.4% | $5,403-95.6% |