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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,228 | $77,817+75.1% | $123,553+10.3% | $64,173+112.3% |
| Participation rate | 92.6% | 74.7%+17.9pp | 82.3%+10.3pp | 69.6%+23.0pp |
| Annual return | 9.94% | 12.49%-2.5pp | 119.21%-109.3pp | 7.63%+2.3pp |
| Employer contribution / active EE | $741 | $3,014-75.4% | $4,628-84.0% | $2,381-68.9% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,887-100.0% |