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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,242 | $64,706+113.6% | $112,244+23.2% | $68,498+101.8% |
| Participation rate | 73.5% | 67.1%+6.4pp | 75.1%-1.5pp | 67.9%+5.6pp |
| Annual return | 5.27% | -11.40%+16.7pp | 27.46%-22.2pp | -7.84%+13.1pp |
| Employer contribution / active EE | $5,484 | $2,746+99.7% | $3,635+50.9% | $2,596+111.2% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2 | $5,231-100.0% | $6,411-100.0% | $5,403-100.0% |