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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,690 | $48,078+51.2% | $78,676-7.6% | $62,881+15.6% |
| Participation rate | 75.0% | 65.2%+9.8pp | 73.6%+1.4pp | 69.3%+5.7pp |
| Annual return | 4.97% | 31.36%-26.4pp | 62.19%-57.2pp | 20.14%-15.2pp |
| Employer contribution / active EE | $6,429 | $2,015+219.1% | $2,850+125.6% | $2,281+181.8% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $9 | $3,206-99.7% | $4,510-99.8% | $4,296-99.8% |