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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,076 | $59,328+45.1% | $118,946-27.6% | $73,493+17.1% |
| Participation rate | 98.9% | 62.3%+36.6pp | 75.4%+23.5pp | 70.7%+28.2pp |
| Annual return | 16.80% | 19.13%-2.3pp | 35.89%-19.1pp | 28.51%-11.7pp |
| Employer contribution / active EE | $3,286 | $1,803+82.2% | $3,263+0.7% | $2,270+44.7% |
| Participant deferral / active EE | $0 | $2,604-100.0% | $4,266-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $600-100.0% | $6,581-100.0% | $513-100.0% |