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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,699 | $64,176-7.0% | $112,263-46.8% | $66,949-10.8% |
| Participation rate | 98.9% | 68.4%+30.5pp | 75.1%+23.9pp | 69.8%+29.1pp |
| Annual return | 15.72% | -13.80%+29.5pp | 27.49%-11.8pp | 1.57%+14.2pp |
| Employer contribution / active EE | $4,273 | $3,007+42.1% | $3,636+17.5% | $2,545+67.9% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $1 | $626-99.8% | $6,410-100.0% | $594-99.8% |