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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,942 | $81,870+24.5% | $119,634-14.8% | $68,490+48.8% |
| Participation rate | 96.1% | 71.9%+24.2pp | 79.3%+16.8pp | 67.9%+28.2pp |
| Annual return | 10.65% | -23.82%+34.5pp | -14.98%+25.6pp | -7.85%+18.5pp |
| Employer contribution / active EE | $8,328 | $2,692+209.4% | $4,232+96.8% | $2,597+220.7% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $16 | $6,583-99.8% | $10,329-99.8% | $5,403-99.7% |