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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,822 | $64,176-5.2% | $112,263-45.8% | $66,949-9.2% |
| Participation rate | 86.7% | 68.4%+18.3pp | 75.1%+11.7pp | 69.8%+16.9pp |
| Annual return | 17.51% | -13.80%+31.3pp | 27.49%-10.0pp | 1.57%+15.9pp |
| Employer contribution / active EE | $6,742 | $3,007+124.2% | $3,636+85.4% | $2,545+164.9% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $6,410-100.0% | $594-100.0% |