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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,434 | $59,186+57.9% | $76,768+21.7% | $56,287+66.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | 1.64% | 6.62%-5.0pp | 2.43%-0.8pp | -9.96%+11.6pp |
| Employer contribution / active EE | $5,882 | $1,759+234.5% | $2,485+136.7% | $2,111+178.6% |
| 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% |