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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,887 | $60,989+57.2% | $60,906+57.4% | $66,938+43.2% |
| Participation rate | 97.8% | 74.5%+23.3pp | 73.1%+24.7pp | 69.8%+28.0pp |
| Annual return | -12.13% | -9.60%-2.5pp | 16.94%-29.1pp | 1.58%-13.7pp |
| Employer contribution / active EE | $10,417 | $2,661+291.5% | $2,703+285.4% | $2,545+309.3% |
| Participant deferral / active EE | $5,011 | $3,615+38.6% | $3,814+31.4% | $4,238+18.2% |
| Admin fee / account holder | $5 | $338-98.4% | $3,227-99.8% | $594-99.1% |