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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,119 | $62,715+38.9% | $104,299-16.5% | $66,949+30.1% |
| Participation rate | 96.2% | 59.6%+36.6pp | 73.3%+23.0pp | 69.8%+26.4pp |
| Annual return | 1.88% | -14.70%+16.6pp | 24.62%-22.7pp | 1.57%+0.3pp |
| Employer contribution / active EE | $9,801 | $1,976+396.1% | $3,373+190.6% | $2,545+285.1% |
| Participant deferral / active EE | $0 | $2,852-100.0% | $4,626-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $657-100.0% | $7,339-100.0% | $594-100.0% |