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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,732 | $65,437+93.7% | $86,698+46.2% | $66,949+89.3% |
| Participation rate | 89.3% | 75.5%+13.9pp | 76.6%+12.7pp | 69.8%+19.5pp |
| Annual return | 30.73% | -10.91%+41.6pp | 35.96%-5.2pp | 1.57%+29.2pp |
| Employer contribution / active EE | $23,883 | $2,154+1009.0% | $2,837+741.9% | $2,545+838.3% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,492-100.0% | $594-100.0% |