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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,781 | $103,957-35.8% | $69,182-3.5% | $273,968-75.6% |
| Participation rate | 75.0% | 67.4%+7.6pp | 55.1%+19.9pp | 83.0%-8.0pp |
| Annual return | 8.00% | 35.28%-27.3pp | -21.94%+29.9pp | 41.45%-33.5pp |
| Employer contribution / active EE | $1,863 | $1,781+4.6% | $1,205+54.6% | $4,869-61.7% |
| Participant deferral / active EE | $9,163 | $2,716+237.4% | $1,896+383.1% | $5,287+73.3% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |