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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,859 | $86,791+7.0% | $115,038-19.3% | $59,188+56.9% |
| Participation rate | 97.0% | 72.8%+24.2pp | 81.4%+15.6pp | 69.4%+27.6pp |
| Annual return | 19.41% | 4.44%+15.0pp | 26.14%-6.7pp | 5.51%+13.9pp |
| Employer contribution / active EE | $5,833 | $2,950+97.8% | $4,608+26.6% | $2,098+178.0% |
| Participant deferral / active EE | $0 | $5,298-100.0% | $6,026-100.0% | $3,265-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $8,175-100.0% | $92-100.0% |