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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,547 | $49,471+68.9% | $79,583+5.0% | $66,949+24.8% |
| Participation rate | 98.6% | 61.4%+37.3pp | 69.5%+29.1pp | 69.8%+28.8pp |
| Annual return | 4.73% | 84.30%-79.6pp | 0.16%+4.6pp | 1.57%+3.2pp |
| Employer contribution / active EE | $2,581 | $1,266+103.9% | $2,414+6.9% | $2,545+1.4% |
| Participant deferral / active EE | $0 | $3,160-100.0% | $3,986-100.0% | $4,239-100.0% |
| Admin fee / account holder | $8 | $595-98.7% | $6,835-99.9% | $594-98.7% |