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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,773 | $73,019+25.7% | $90,766+1.1% | $68,490+34.0% |
| Participation rate | 88.8% | 70.8%+17.9pp | 75.7%+13.1pp | 67.9%+20.9pp |
| Annual return | -15.99% | -13.81%-2.2pp | -12.16%-3.8pp | -7.85%-8.1pp |
| Employer contribution / active EE | $6,744 | $2,193+207.6% | $2,922+130.8% | $2,597+159.7% |
| Participant deferral / active EE | $15,017 | $3,626+314.1% | $4,565+229.0% | $4,028+272.8% |
| Admin fee / account holder | $69 | $5,897-98.8% | $8,446-99.2% | $5,403-98.7% |