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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,947 | $95,438-15.2% | $135,982-40.5% | $74,473+8.7% |
| Participation rate | 86.1% | 78.2%+7.9pp | 81.9%+4.2pp | 70.7%+15.4pp |
| Annual return | 34.34% | 32.61%+1.7pp | 68.32%-34.0pp | 34.36%0pp |
| Employer contribution / active EE | $4,456 | $3,878+14.9% | $4,859-8.3% | $2,638+68.9% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $259-100.0% | $10,767-100.0% | $347-100.0% |