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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,065 | $86,701+60.4% | $73,309+89.7% | $125,389+10.9% |
| Participation rate | 80.0% | 78.6%+1.4pp | 74.9%+5.1pp | 83.2%-3.2pp |
| Annual return | -2.03% | 2.78%-4.8pp | 5.67%-7.7pp | 282.24%-284.3pp |
| Employer contribution / active EE | $3,001 | $4,152-27.7% | $3,237-7.3% | $4,866-38.3% |
| Participant deferral / active EE | $8,050 | $5,549+45.1% | $4,991+61.3% | $5,352+50.4% |
| Admin fee / account holder | $82 | $7,768-98.9% | $5,635-98.5% | $9,541-99.1% |