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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,480 | $54,368+44.3% | $117,039-32.9% | $62,293+26.0% |
| Participation rate | 99.0% | 64.9%+34.0pp | 77.2%+21.8pp | 69.5%+29.5pp |
| Annual return | 20.85% | 21.77%-0.9pp | 18.95%+1.9pp | 28.90%-8.0pp |
| Employer contribution / active EE | $2,308 | $1,692+36.4% | $3,785-39.0% | $2,042+13.0% |
| Participant deferral / active EE | $0 | $2,269-100.0% | $3,929-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $493-100.0% | $5,974-100.0% | $479-100.0% |