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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,535 | $56,339+64.2% | $104,301-11.3% | $68,486+35.1% |
| Participation rate | 90.2% | 63.3%+27.0pp | 73.3%+17.0pp | 67.9%+22.4pp |
| Annual return | -17.68% | -9.19%-8.5pp | 24.61%-42.3pp | -7.85%-9.8pp |
| Employer contribution / active EE | $3,966 | $1,960+102.3% | $3,373+17.6% | $2,597+52.7% |
| Participant deferral / active EE | $14,013 | $3,077+355.4% | $4,626+202.9% | $4,028+247.9% |
| Admin fee / account holder | $255 | $4,902-94.8% | $7,340-96.5% | $5,404-95.3% |