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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,027 | $95,438-60.2% | $135,982-72.0% | $74,473-48.9% |
| Participation rate | 99.3% | 78.2%+21.1pp | 81.9%+17.4pp | 70.7%+28.6pp |
| Annual return | 21.65% | 32.61%-11.0pp | 68.32%-46.7pp | 34.36%-12.7pp |
| Employer contribution / active EE | $4,291 | $3,878+10.6% | $4,859-11.7% | $2,638+62.6% |
| 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% |