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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,469 | $71,878+50.9% | $86,698+25.1% | $68,486+58.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -16.50% | 3.53%-20.0pp | 35.95%-52.5pp | -7.85%-8.6pp |
| Employer contribution / active EE | $4,615 | $2,173+112.3% | $2,837+62.7% | $2,597+77.7% |
| Participant deferral / active EE | $3,339 | $3,779-11.7% | $4,656-28.3% | $4,028-17.1% |
| Admin fee / account holder | $169 | $6,113-97.2% | $7,493-97.7% | $5,404-96.9% |