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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,869 | $60,989+62.1% | $60,919+62.3% | $66,949+47.7% |
| Participation rate | 77.0% | 74.5%+2.6pp | 73.1%+3.9pp | 69.8%+7.2pp |
| Annual return | 0.46% | -9.60%+10.1pp | 16.96%-16.5pp | 1.57%-1.1pp |
| Employer contribution / active EE | $9,107 | $2,661+242.3% | $2,704+236.8% | $2,545+257.8% |
| Participant deferral / active EE | $0 | $3,615-100.0% | $3,814-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $3,228-100.0% | $594-100.0% |