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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,571 | $95,438+115.4% | $135,982+51.2% | $74,473+176.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 22.14% | 32.61%-10.5pp | 68.32%-46.2pp | 34.36%-12.2pp |
| Employer contribution / active EE | $2,343 | $3,878-39.6% | $4,859-51.8% | $2,638-11.2% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $259-100.0% | $10,767-100.0% | $347-100.0% |