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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,911 | $49,280+210.3% | $67,313+127.2% | $64,173+138.3% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 35.99% | -1.39%+37.4pp | -4.08%+40.1pp | 7.63%+28.4pp |
| Employer contribution / active EE | $936 | $1,668-43.9% | $2,566-63.5% | $2,381-60.7% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $172 | $3,863-95.5% | $4,507-96.2% | $4,887-96.5% |