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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,308 | $71,878+85.5% | $86,698+53.8% | $68,486+94.7% |
| Participation rate | 85.2% | 72.2%+12.9pp | 76.6%+8.6pp | 67.9%+17.3pp |
| Annual return | -14.52% | 3.53%-18.1pp | 35.95%-50.5pp | -7.85%-6.7pp |
| Employer contribution / active EE | $3,097 | $2,173+42.5% | $2,837+9.2% | $2,597+19.3% |
| Participant deferral / active EE | $7,281 | $3,779+92.7% | $4,656+56.4% | $4,028+80.8% |
| Admin fee / account holder | $257 | $6,113-95.8% | $7,493-96.6% | $5,404-95.3% |