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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,960 | $64,729+85.3% | $112,263+6.9% | $68,490+75.1% |
| Participation rate | 87.3% | 67.2%+20.2pp | 75.1%+12.3pp | 67.9%+19.4pp |
| Annual return | -16.69% | -11.40%-5.3pp | 27.49%-44.2pp | -7.85%-8.8pp |
| Employer contribution / active EE | $4,965 | $2,746+80.8% | $3,636+36.6% | $2,597+91.2% |
| Participant deferral / active EE | $10,085 | $3,566+182.9% | $4,729+113.3% | $4,028+150.4% |
| Admin fee / account holder | $256 | $5,222-95.1% | $6,410-96.0% | $5,403-95.3% |