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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,474 | $59,191+103.5% | $76,767+56.9% | $56,289+114.0% |
| Participation rate | 97.3% | 75.2%+22.1pp | 77.0%+20.3pp | 69.9%+27.4pp |
| Annual return | 5.42% | 6.62%-1.2pp | 2.43%+3.0pp | -9.96%+15.4pp |
| Employer contribution / active EE | $4,212 | $1,759+139.5% | $2,485+69.5% | $2,111+99.5% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |