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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,508 | $63,321+1.9% | $68,803-6.2% | $77,906-17.2% |
| Participation rate | 99.3% | 71.1%+28.2pp | 69.0%+30.3pp | 73.7%+25.7pp |
| Annual return | 48.86% | -6.50%+55.4pp | -6.37%+55.2pp | 12.16%+36.7pp |
| Employer contribution / active EE | $1,607 | $2,794-42.5% | $2,656-39.5% | $2,846-43.6% |
| Participant deferral / active EE | $0 | $4,029-100.0% | $3,942-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $104-99.9% | $4,936-100.0% | $133-99.9% |