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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,332 | $50,199+14.2% | $69,890-18.0% | $66,949-14.4% |
| Participation rate | 94.7% | 66.3%+28.4pp | 70.5%+24.2pp | 69.8%+24.9pp |
| Annual return | 17.10% | -13.85%+30.9pp | 190.84%-173.7pp | 1.57%+15.5pp |
| Employer contribution / active EE | $4,660 | $1,864+150.0% | $2,560+82.0% | $2,545+83.1% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $3,848-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $600-100.0% | $6,267-100.0% | $594-100.0% |