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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,949 | $106,236-18.2% | $112,249-22.5% | $64,819+34.1% |
| Participation rate | 99.6% | 71.7%+28.0pp | 75.1%+24.6pp | 71.5%+28.2pp |
| Annual return | 10.99% | -6.02%+17.0pp | 27.48%-16.5pp | 32.84%-21.9pp |
| Employer contribution / active EE | $6,864 | $3,166+116.8% | $3,636+88.8% | $2,507+173.8% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,412-100.0% | $188-99.9% |