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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,020 | $77,677+35.2% | $109,188-3.8% | $79,389+32.3% |
| Participation rate | 98.6% | 67.8%+30.8pp | 75.9%+22.8pp | 70.7%+27.9pp |
| Annual return | 32.22% | 23.44%+8.8pp | 25.76%+6.5pp | 116.89%-84.7pp |
| Employer contribution / active EE | $8,042 | $2,798+187.4% | $3,723+116.0% | $2,428+231.2% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,755-100.0% | $626-100.0% |