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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,899 | $56,287+33.1% | $80,977-7.5% | $62,881+19.1% |
| Participation rate | 95.3% | 68.9%+26.4pp | 75.8%+19.5pp | 69.3%+26.0pp |
| Annual return | 25.07% | 22.13%+2.9pp | 17.11%+8.0pp | 20.14%+4.9pp |
| Employer contribution / active EE | $2,637 | $1,943+35.7% | $3,715-29.0% | $2,281+15.6% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $5,696-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $3,742-100.0% | $5,517-100.0% | $4,296-100.0% |