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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,762 | $54,368+66.9% | $117,039-22.5% | $62,293+45.7% |
| Participation rate | 97.4% | 64.9%+32.5pp | 77.2%+20.2pp | 69.5%+27.9pp |
| Annual return | 13.67% | 21.77%-8.1pp | 18.95%-5.3pp | 28.90%-15.2pp |
| Employer contribution / active EE | $9,811 | $1,692+479.9% | $3,785+159.2% | $2,042+380.4% |
| Participant deferral / active EE | $0 | $2,269-100.0% | $3,929-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $493-99.9% | $5,974-100.0% | $479-99.9% |