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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,288 | $69,383+11.4% | $101,275-23.7% | $73,497+5.2% |
| Participation rate | 99.3% | 68.4%+30.9pp | 75.8%+23.5pp | 70.7%+28.6pp |
| Annual return | 35.10% | 18.46%+16.6pp | 46.48%-11.4pp | 28.51%+6.6pp |
| Employer contribution / active EE | $9,525 | $2,628+262.4% | $3,660+160.2% | $2,270+319.6% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,948-100.0% | $513-100.0% |