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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,201 | $45,087+60.1% | $69,483+3.9% | $72,976-1.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 15.31% | 22.67%-7.4pp | 28.99%-13.7pp | 81.02%-65.7pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,382 | $2,603+29.9% | $3,537-4.4% | $3,608-6.3% |
| Admin fee / account holder | $62 | $3,057-98.0% | $3,841-98.4% | $5,124-98.8% |