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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,133 | $87,546+60.1% | $75,784+84.9% | $125,389+11.8% |
| Participation rate | 77.8% | 80.2%-2.4pp | 75.8%+2.0pp | 83.2%-5.4pp |
| Annual return | -1.08% | 13.49%-14.6pp | 9.68%-10.8pp | 282.24%-283.3pp |
| Employer contribution / active EE | $2,657 | $3,930-32.4% | $3,323-20.1% | $4,866-45.4% |
| Participant deferral / active EE | $9,971 | $4,230+135.8% | $3,652+173.1% | $5,352+86.3% |
| Admin fee / account holder | $16 | $6,503-99.8% | $5,300-99.7% | $9,541-99.8% |