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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,418 | $82,093-11.8% | $379,746-80.9% | $73,412-1.4% |
| Participation rate | 98.7% | 76.8%+21.9pp | 78.4%+20.3pp | 72.2%+26.5pp |
| Annual return | 12.93% | 18.89%-6.0pp | 34.90%-22.0pp | 59.30%-46.4pp |
| Employer contribution / active EE | $8,902 | $2,847+212.7% | $3,540+151.5% | $2,234+298.5% |
| Participant deferral / active EE | $0 | $4,697-100.0% | $6,024-100.0% | $3,806-100.0% |
| Admin fee / account holder | $1 | $128-98.9% | $7,927-100.0% | $158-99.1% |