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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,210 | $51,466+26.7% | $78,778-17.2% | $62,293+4.7% |
| Participation rate | 99.2% | 59.8%+39.4pp | 69.2%+30.0pp | 69.5%+29.7pp |
| Annual return | 16.86% | 19.96%-3.1pp | 35.62%-18.8pp | 28.90%-12.0pp |
| Employer contribution / active EE | $4,959 | $827+499.4% | $1,986+149.7% | $2,042+142.8% |
| Participant deferral / active EE | $0 | $2,147-100.0% | $2,958-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $489-99.9% | $5,134-100.0% | $479-99.9% |