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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,401 | $55,122+15.0% | $104,639-39.4% | $73,497-13.7% |
| Participation rate | 99.3% | 67.7%+31.6pp | 74.1%+25.2pp | 70.7%+28.6pp |
| Annual return | 13.11% | 24.77%-11.7pp | 340.67%-327.6pp | 28.51%-15.4pp |
| Employer contribution / active EE | $1,877 | $1,464+28.2% | $2,682-30.0% | $2,270-17.3% |
| Participant deferral / active EE | $3,370 | $2,919+15.5% | $3,738-9.8% | $3,740-9.9% |
| Admin fee / account holder | $0 | $423-100.0% | $6,465-100.0% | $513-100.0% |