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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,669 | $37,463+3.2% | $77,100-49.8% | $66,949-42.2% |
| Participation rate | 91.8% | 52.9%+38.9pp | 67.9%+23.9pp | 69.8%+22.0pp |
| Annual return | 6.92% | -3.25%+10.2pp | 42.35%-35.4pp | 1.57%+5.4pp |
| Employer contribution / active EE | $4,193 | $1,535+173.1% | $2,815+48.9% | $2,545+64.7% |
| Participant deferral / active EE | $0 | $2,621-100.0% | $4,430-100.0% | $4,239-100.0% |
| Admin fee / account holder | $1 | $568-99.9% | $5,443-100.0% | $594-99.9% |