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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,679 | $66,813+23.7% | $100,535-17.8% | $73,497+12.5% |
| Participation rate | 97.8% | 77.5%+20.4pp | 79.4%+18.4pp | 70.7%+27.1pp |
| Annual return | 38.62% | 25.70%+12.9pp | 30.90%+7.7pp | 28.51%+10.1pp |
| Employer contribution / active EE | $3,220 | $2,147+50.0% | $3,419-5.8% | $2,270+41.8% |
| Participant deferral / active EE | $0 | $5,883-100.0% | $6,271-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1 | $512-99.9% | $8,085-100.0% | $513-99.9% |