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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,600 | $51,769+36.4% | $57,356+23.1% | $52,331+34.9% |
| Participation rate | 97.5% | 75.2%+22.2pp | 75.1%+22.4pp | 68.1%+29.4pp |
| Annual return | 1.44% | 2.43%-1.0pp | 24.41%-23.0pp | 4.54%-3.1pp |
| Employer contribution / active EE | $2,815 | $2,335+20.5% | $2,689+4.7% | $1,882+49.6% |
| Participant deferral / active EE | $0 | $2,794-100.0% | $3,162-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $295-99.9% | $3,357-100.0% | $592-100.0% |