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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,501 | $80,177+11.6% | $123,894-27.8% | $57,658+55.2% |
| Participation rate | 97.9% | 74.4%+23.4pp | 81.4%+16.5pp | 70.2%+27.6pp |
| Annual return | 8.64% | 17.90%-9.3pp | 47.52%-38.9pp | 5.13%+3.5pp |
| Employer contribution / active EE | $8,102 | $2,913+178.2% | $4,617+75.5% | $1,974+310.5% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $106-100.0% | $8,357-100.0% | $95-100.0% |