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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,170 | $48,313+113.5% | $73,309+40.7% | $52,331+97.2% |
| Participation rate | 89.1% | 68.6%+20.6pp | 74.9%+14.2pp | 68.1%+21.0pp |
| Annual return | -1.10% | 3.85%-4.9pp | 5.67%-6.8pp | 4.54%-5.6pp |
| Employer contribution / active EE | $3,299 | $1,661+98.6% | $3,237+1.9% | $1,882+75.3% |
| Participant deferral / active EE | $4,293 | $4,189+2.5% | $4,991-14.0% | $3,022+42.0% |
| Admin fee / account holder | $211 | $404-47.7% | $5,637-96.3% | $592-64.3% |