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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,133 | $69,383-10.4% | $101,275-38.6% | $73,497-15.5% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 12.29% | 18.46%-6.2pp | 46.48%-34.2pp | 28.51%-16.2pp |
| Employer contribution / active EE | $4,456 | $2,628+69.5% | $3,660+21.7% | $2,270+96.3% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4 | $704-99.4% | $5,948-99.9% | $513-99.2% |