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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,771 | $76,696-5.1% | $96,538-24.6% | $71,529+1.7% |
| Participation rate | 85.6% | 66.6%+19.1pp | 74.3%+11.3pp | 67.9%+17.7pp |
| Annual return | 32.19% | 48.32%-16.1pp | 35.74%-3.6pp | 28.97%+3.2pp |
| Employer contribution / active EE | $7,215 | $3,032+138.0% | $3,740+92.9% | $2,590+178.6% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,737-100.0% | $1,588-100.0% |