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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,442 | $83,023+42.7% | $102,437+15.6% | $77,762+52.3% |
| Participation rate | 99.2% | 71.5%+27.6pp | 74.5%+24.7pp | 70.6%+28.6pp |
| Annual return | 38.33% | 19.12%+19.2pp | 24.95%+13.4pp | 31.27%+7.1pp |
| Employer contribution / active EE | $918 | $3,552-74.1% | $3,871-76.3% | $2,728-66.3% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |