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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,456 | $76,696+20.5% | $96,538-4.2% | $71,529+29.3% |
| Participation rate | 98.5% | 66.6%+32.0pp | 74.3%+24.2pp | 67.9%+30.6pp |
| Annual return | 42.88% | 48.32%-5.4pp | 35.74%+7.1pp | 28.97%+13.9pp |
| Employer contribution / active EE | $1,171 | $3,032-61.4% | $3,740-68.7% | $2,590-54.8% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,737-100.0% | $1,588-100.0% |