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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,098 | $65,092+36.9% | $143,799-38.0% | $66,938+33.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -11.61% | -11.14%-0.5pp | -0.04%-11.6pp | 1.58%-13.2pp |
| Employer contribution / active EE | $6,372 | $2,362+169.8% | $4,952+28.7% | $2,545+150.4% |
| Participant deferral / active EE | $4,029 | $2,920+38.0% | $5,638-28.5% | $4,238-4.9% |
| Admin fee / account holder | $51 | $502-89.9% | $14,677-99.7% | $594-91.4% |