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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,843 | $70,667+4.5% | $123,105-40.0% | $52,331+41.1% |
| Participation rate | 99.3% | 83.7%+15.5pp | 86.8%+12.5pp | 68.1%+31.1pp |
| Annual return | 8.70% | 6.23%+2.5pp | 13.22%-4.5pp | 4.54%+4.2pp |
| Employer contribution / active EE | $4,472 | $2,946+51.8% | $5,151-13.2% | $1,882+137.7% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,229-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $506-100.0% | $9,014-100.0% | $592-100.0% |