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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,495 | $64,176+95.5% | $112,249+11.8% | $66,938+87.5% |
| Participation rate | 99.0% | 68.4%+30.6pp | 75.1%+23.9pp | 69.8%+29.2pp |
| Annual return | 1.87% | -13.80%+15.7pp | 27.48%-25.6pp | 1.58%+0.3pp |
| Employer contribution / active EE | $13,875 | $3,007+361.4% | $3,636+281.6% | $2,545+445.1% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $6,412-100.0% | $594-100.0% |