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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,360 | $65,125+61.8% | $143,797-26.7% | $66,949+57.4% |
| Participation rate | 98.2% | 65.2%+33.0pp | 80.3%+17.9pp | 69.8%+28.4pp |
| Annual return | 7.23% | -11.13%+18.4pp | -0.04%+7.3pp | 1.57%+5.7pp |
| Employer contribution / active EE | $4,505 | $2,362+90.7% | $4,952-9.0% | $2,545+77.0% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $503-100.0% | $14,679-100.0% | $594-100.0% |