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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,640 | $70,002+3.8% | $115,038-36.9% | $52,331+38.8% |
| Participation rate | 99.2% | 72.1%+27.1pp | 81.4%+17.8pp | 68.1%+31.1pp |
| Annual return | 5.71% | 4.04%+1.7pp | 26.14%-20.4pp | 4.54%+1.2pp |
| Employer contribution / active EE | $10,551 | $2,715+288.6% | $4,608+129.0% | $1,882+460.7% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |