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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,775 | $103,957-6.9% | $69,182+39.9% | $273,968-64.7% |
| Participation rate | 75.0% | 67.4%+7.6pp | 55.1%+19.9pp | 83.0%-8.0pp |
| Annual return | 4.12% | 35.28%-31.2pp | -21.94%+26.1pp | 41.45%-37.3pp |
| Employer contribution / active EE | $15,426 | $1,781+766.2% | $1,205+1180.1% | $4,869+216.8% |
| Participant deferral / active EE | $4,500 | $2,716+65.7% | $1,896+137.3% | $5,287-14.9% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |