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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,553 | $65,092+69.8% | $143,799-23.1% | $66,938+65.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | 1.20% | -11.14%+12.3pp | -0.04%+1.2pp | 1.58%-0.4pp |
| Employer contribution / active EE | $3,098 | $2,362+31.2% | $4,952-37.4% | $2,545+21.7% |
| Participant deferral / active EE | $2,021 | $2,920-30.8% | $5,638-64.2% | $4,238-52.3% |
| Admin fee / account holder | $0 | $502-100.0% | $14,677-100.0% | $594-100.0% |