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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,061 | $55,636+18.7% | $81,991-19.4% | $73,493-10.1% |
| Participation rate | 98.1% | 62.3%+35.8pp | 69.3%+28.9pp | 70.7%+27.5pp |
| Annual return | 18.81% | 19.07%-0.3pp | 41.31%-22.5pp | 28.51%-9.7pp |
| Employer contribution / active EE | $2,060 | $1,625+26.8% | $2,498-17.5% | $2,270-9.2% |
| Participant deferral / active EE | $0 | $2,762-100.0% | $3,722-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $493-100.0% | $5,665-100.0% | $513-100.0% |