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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,236 | $65,322-0.1% | $70,494-7.5% | $73,497-11.2% |
| Participation rate | 97.0% | 77.0%+20.0pp | 75.1%+21.9pp | 70.7%+26.3pp |
| Annual return | 15.59% | 15.71%-0.1pp | 109.16%-93.6pp | 28.51%-12.9pp |
| Employer contribution / active EE | $4,621 | $2,460+87.9% | $2,738+68.8% | $2,270+103.6% |
| Participant deferral / active EE | $0 | $3,375-100.0% | $3,711-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1 | $214-99.5% | $3,848-100.0% | $513-99.8% |