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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,181 | $110,083+35.5% | $151,628-1.6% | $68,495+117.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.74% | -10.12%-6.6pp | 3.34%-20.1pp | -7.84%-8.9pp |
| Employer contribution / active EE | $16,772 | $4,470+275.2% | $6,165+172.0% | $2,596+545.9% |
| Participant deferral / active EE | $17,438 | $6,526+167.2% | $8,363+108.5% | $4,028+333.0% |
| Admin fee / account holder | $279 | $7,718-96.4% | $11,613-97.6% | $5,403-94.8% |