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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,348 | $87,546+30.6% | $75,784+50.9% | $125,389-8.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.38% | 13.49%-13.1pp | 9.68%-9.3pp | 282.24%-281.9pp |
| Employer contribution / active EE | $1,306 | $3,930-66.8% | $3,323-60.7% | $4,866-73.2% |
| Participant deferral / active EE | $4,589 | $4,230+8.5% | $3,652+25.7% | $5,352-14.2% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |