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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,724 | $81,494+6.4% | $133,978-35.3% | $73,497+18.0% |
| Participation rate | 99.3% | 76.4%+22.9pp | 79.8%+19.4pp | 70.7%+28.6pp |
| Annual return | 41.78% | 19.40%+22.4pp | 45.10%-3.3pp | 28.51%+13.3pp |
| Employer contribution / active EE | $4,459 | $2,210+101.8% | $3,919+13.8% | $2,270+96.4% |
| Participant deferral / active EE | $0 | $3,787-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6 | $713-99.1% | $8,930-99.9% | $513-98.8% |