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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,749 | $44,764+113.9% | $68,803+39.2% | $64,824+47.7% |
| Participation rate | 97.8% | 64.8%+33.1pp | 69.0%+28.8pp | 71.5%+26.3pp |
| Annual return | 6.15% | -10.91%+17.1pp | -6.37%+12.5pp | 32.84%-26.7pp |
| Employer contribution / active EE | $2,123 | $1,775+19.6% | $2,656-20.1% | $2,507-15.3% |
| Participant deferral / active EE | $0 | $3,238-100.0% | $3,942-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $151-100.0% | $4,936-100.0% | $188-100.0% |