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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,595 | $102,661+40.8% | $151,639-4.6% | $66,938+116.0% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | 6.69% | -10.81%+17.5pp | 3.34%+3.3pp | 1.58%+5.1pp |
| Employer contribution / active EE | $4,235 | $4,184+1.2% | $6,165-31.3% | $2,545+66.4% |
| Participant deferral / active EE | $0 | $6,645-100.0% | $8,363-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $630-100.0% | $11,613-100.0% | $594-100.0% |