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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,746 | $39,973+32.0% | $79,580-33.7% | $77,906-32.3% |
| Participation rate | 99.8% | 64.6%+35.2pp | 69.5%+30.3pp | 73.7%+26.1pp |
| Annual return | 25.76% | 3.42%+22.3pp | 0.15%+25.6pp | 12.16%+13.6pp |
| Employer contribution / active EE | $5,157 | $1,088+374.1% | $2,413+113.7% | $2,846+81.2% |
| Participant deferral / active EE | $0 | $2,774-100.0% | $3,985-100.0% | $4,805-100.0% |
| Admin fee / account holder | $0 | $113-100.0% | $6,835-100.0% | $133-100.0% |