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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,925 | $77,976+61.5% | $81,367+54.8% | $125,389+0.4% |
| Participation rate | 89.5% | 83.3%+6.2pp | 82.3%+7.2pp | 83.2%+6.3pp |
| Annual return | -1.87% | -2.85%+1.0pp | -0.92%-1.0pp | 282.24%-284.1pp |
| Employer contribution / active EE | $2,973 | $4,366-31.9% | $3,930-24.3% | $4,866-38.9% |
| Participant deferral / active EE | $9,040 | $5,646+60.1% | $5,383+67.9% | $5,352+68.9% |
| Admin fee / account holder | $43 | $12,476-99.7% | $8,926-99.5% | $9,541-99.6% |