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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,243 | $62,583+41.0% | $76,767+14.9% | $64,173+37.5% |
| Participation rate | 78.6% | 72.8%+5.8pp | 77.0%+1.6pp | 69.6%+9.0pp |
| Annual return | 0.00% | -1.95%+1.9pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $3,906 | $1,832+113.2% | $2,485+57.2% | $2,381+64.1% |
| Participant deferral / active EE | $12,040 | $3,145+282.8% | $3,852+212.6% | $3,470+247.0% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,887-100.0% |