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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,914 | $42,910+97.9% | $60,919+39.4% | $68,490+24.0% |
| Participation rate | 89.7% | 66.8%+22.9pp | 73.1%+16.6pp | 67.9%+21.8pp |
| Annual return | -7.55% | -13.99%+6.4pp | 16.96%-24.5pp | -7.85%+0.3pp |
| Employer contribution / active EE | $5,946 | $1,978+200.6% | $2,704+119.9% | $2,597+129.0% |
| Participant deferral / active EE | $3,223 | $2,866+12.5% | $3,814-15.5% | $4,028-20.0% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,228-100.0% | $5,403-100.0% |