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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,861 | $58,093+42.6% | $80,022+3.5% | $56,287+47.2% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.9%+30.1pp |
| Annual return | 4.23% | 34.63%-30.4pp | 11.22%-7.0pp | -9.96%+14.2pp |
| Employer contribution / active EE | $4,340 | $1,933+124.6% | $2,468+75.9% | $2,111+105.6% |
| Participant deferral / active EE | $0 | $3,136-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $5 | $623-99.2% | $6,521-99.9% | $521-99.0% |