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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,489 | $92,219+29.6% | $76,768+55.7% | $135,379-11.7% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -5.62% | 5.46%-11.1pp | 2.43%-8.1pp | 519.79%-525.4pp |
| Employer contribution / active EE | $4,173 | $3,216+29.7% | $2,485+67.9% | $4,779-12.7% |
| Participant deferral / active EE | $4,906 | $4,508+8.8% | $3,852+27.4% | $5,609-12.5% |
| Admin fee / account holder | $59 | $10,749-99.5% | $6,675-99.1% | $10,828-99.5% |