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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,631 | $81,948-22.4% | $90,766-29.9% | $64,824-1.8% |
| Participation rate | 99.7% | 80.5%+19.3pp | 75.7%+24.0pp | 71.5%+28.2pp |
| Annual return | 19.72% | -12.53%+32.2pp | -12.16%+31.9pp | 32.84%-13.1pp |
| Employer contribution / active EE | $5,158 | $3,067+68.1% | $2,922+76.5% | $2,507+105.7% |
| Participant deferral / active EE | $0 | $4,844-100.0% | $4,565-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $157-100.0% | $8,446-100.0% | $188-100.0% |