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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,865 | $77,817-10.2% | $123,553-43.5% | $64,173+8.9% |
| Participation rate | 98.9% | 74.7%+24.2pp | 82.3%+16.7pp | 69.6%+29.4pp |
| Annual return | 2.10% | 12.49%-10.4pp | 119.21%-117.1pp | 7.63%-5.5pp |
| Employer contribution / active EE | $6,000 | $3,014+99.1% | $4,628+29.6% | $2,381+152.0% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,887-100.0% |