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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,189 | $98,780+25.7% | $60,919+103.9% | $77,906+59.4% |
| Participation rate | 95.3% | 76.7%+18.6pp | 73.1%+22.2pp | 73.7%+21.6pp |
| Annual return | -10.97% | -11.56%+0.6pp | 16.98%-27.9pp | 12.16%-23.1pp |
| Employer contribution / active EE | $5,215 | $3,605+44.7% | $2,704+92.9% | $2,846+83.2% |
| Participant deferral / active EE | $3,693 | $4,200-12.1% | $3,814-3.2% | $4,805-23.1% |
| Admin fee / account holder | $57 | $89-35.3% | $3,226-98.2% | $133-56.8% |