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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,918 | $73,863+134.1% | $143,797+20.3% | $68,490+152.5% |
| Participation rate | 95.2% | 66.7%+28.6pp | 80.3%+14.9pp | 67.9%+27.3pp |
| Annual return | -18.88% | 0.91%-19.8pp | -0.04%-18.8pp | -7.85%-11.0pp |
| Employer contribution / active EE | $6,917 | $3,185+117.2% | $4,952+39.7% | $2,597+166.4% |
| Participant deferral / active EE | $6,637 | $3,385+96.1% | $5,638+17.7% | $4,028+64.8% |
| Admin fee / account holder | $119 | $5,756-97.9% | $14,679-99.2% | $5,403-97.8% |