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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,375 | $64,176+3.4% | $112,249-40.9% | $66,938-0.8% |
| Participation rate | 99.4% | 68.4%+31.0pp | 75.1%+24.4pp | 69.8%+29.6pp |
| Annual return | 26.10% | -13.80%+39.9pp | 27.48%-1.4pp | 1.58%+24.5pp |
| Employer contribution / active EE | $3,291 | $3,007+9.4% | $3,636-9.5% | $2,545+29.3% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $6,412-100.0% | $594-100.0% |