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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,143 | $31,109+29.0% | $67,704-40.7% | $52,331-23.3% |
| Participation rate | 81.4% | 54.0%+27.4pp | 67.5%+13.9pp | 68.1%+13.3pp |
| Annual return | 32.20% | 23.70%+8.5pp | 25.41%+6.8pp | 4.54%+27.7pp |
| Employer contribution / active EE | $4,064 | $1,076+277.8% | $2,559+58.8% | $1,882+116.0% |
| Participant deferral / active EE | $0 | $1,970-100.0% | $3,585-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $466-100.0% | $4,255-100.0% | $592-100.0% |