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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,307 | $71,142+3.0% | $119,634-38.7% | $64,824+13.1% |
| Participation rate | 96.6% | 78.6%+18.0pp | 79.3%+17.3pp | 71.5%+25.1pp |
| Annual return | 27.17% | -10.01%+37.2pp | -14.98%+42.2pp | 32.84%-5.7pp |
| Employer contribution / active EE | $4,131 | $2,497+65.4% | $4,232-2.4% | $2,507+64.8% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,601-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $162-99.8% | $10,329-100.0% | $188-99.9% |