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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,861 | $76,401+68.7% | $106,387+21.1% | $64,173+100.8% |
| Participation rate | 96.2% | 73.5%+22.6pp | 77.5%+18.7pp | 69.6%+26.6pp |
| Annual return | 1.14% | -2.19%+3.3pp | 0.25%+0.9pp | 7.63%-6.5pp |
| Employer contribution / active EE | $4,495 | $2,680+67.7% | $3,520+27.7% | $2,381+88.8% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,421-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $4,610-100.0% | $7,510-100.0% | $4,887-100.0% |