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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,501 | $63,114+3.8% | $92,915-29.5% | $65,186+0.5% |
| Participation rate | 99.4% | 68.8%+30.6pp | 76.0%+23.4pp | 70.2%+29.2pp |
| Annual return | 25.44% | 28.75%-3.3pp | 109.45%-84.0pp | 29.39%-3.9pp |
| Employer contribution / active EE | $4,939 | $2,571+92.1% | $3,653+35.2% | $2,177+126.9% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $4 | $624-99.4% | $5,796-99.9% | $847-99.6% |