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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,569 | $77,816+71.6% | $123,549+8.1% | $64,181+108.1% |
| Participation rate | 92.6% | 74.7%+17.9pp | 82.3%+10.3pp | 69.6%+23.0pp |
| Annual return | -7.19% | 12.49%-19.7pp | 119.20%-126.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $3,103 | $3,014+2.9% | $4,628-33.0% | $2,381+30.3% |
| Participant deferral / active EE | $3,889 | $5,240-25.8% | $6,426-39.5% | $3,470+12.1% |
| Admin fee / account holder | $188 | $5,519-96.6% | $9,284-98.0% | $4,887-96.1% |