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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,201 | $45,079+60.2% | $69,461+3.9% | $72,983-1.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 15.31% | 22.65%-7.3pp | 28.97%-13.7pp | 81.01%-65.7pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,382 | $2,603+29.9% | $3,536-4.4% | $3,608-6.3% |
| Admin fee / account holder | $62 | $3,056-98.0% | $3,840-98.4% | $5,124-98.8% |