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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,193 | $91,439+51.1% | $135,974+1.6% | $71,511+93.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 27.49% | 29.90%-2.4pp | 68.30%-40.8pp | 28.86%-1.4pp |
| Employer contribution / active EE | $1,811 | $3,705-51.1% | $4,859-62.7% | $2,589-30.1% |
| Participant deferral / active EE | $0 | $7,093-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |