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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,538 | $106,236-38.3% | $112,270-41.6% | $64,829+1.1% |
| Participation rate | 99.1% | 71.7%+27.4pp | 75.1%+24.0pp | 71.5%+27.6pp |
| Annual return | 16.35% | -6.02%+22.4pp | 27.49%-11.1pp | 32.85%-16.5pp |
| Employer contribution / active EE | $13,700 | $3,167+332.6% | $3,635+276.8% | $2,507+446.4% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,312-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,411-100.0% | $188-100.0% |