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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,634 | $62,715+28.6% | $104,299-22.7% | $66,949+20.4% |
| Participation rate | 98.4% | 59.6%+38.8pp | 73.3%+25.1pp | 69.8%+28.6pp |
| Annual return | -4.55% | -14.70%+10.1pp | 24.62%-29.2pp | 1.57%-6.1pp |
| Employer contribution / active EE | $5,992 | $1,976+203.3% | $3,373+77.6% | $2,545+135.4% |
| Participant deferral / active EE | $4,821 | $2,852+69.1% | $4,626+4.2% | $4,239+13.7% |
| Admin fee / account holder | $99 | $657-84.9% | $7,339-98.6% | $594-83.2% |