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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,994 | $79,519-1.9% | $95,964-18.7% | $73,412+6.2% |
| Participation rate | 95.4% | 81.2%+14.2pp | 77.1%+18.3pp | 72.2%+23.2pp |
| Annual return | 12.23% | 19.20%-7.0pp | 91.64%-79.4pp | 59.30%-47.1pp |
| Employer contribution / active EE | $3,365 | $2,048+64.3% | $2,541+32.4% | $2,234+50.6% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $184-100.0% | $6,797-100.0% | $158-100.0% |