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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,738 | $62,583+54.6% | $76,767+26.0% | $64,173+50.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -4.47% | -1.95%-2.5pp | 2.43%-6.9pp | 7.63%-12.1pp |
| Employer contribution / active EE | $3,421 | $1,832+86.7% | $2,485+37.7% | $2,381+43.7% |
| Participant deferral / active EE | $3,926 | $3,145+24.8% | $3,852+1.9% | $3,470+13.1% |
| Admin fee / account holder | $140 | $4,667-97.0% | $6,675-97.9% | $4,887-97.1% |