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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,383 | $65,034+94.3% | $90,970+38.9% | $79,856+58.3% |
| Participation rate | 96.6% | 61.6%+34.9pp | 69.0%+27.5pp | 69.6%+26.9pp |
| Annual return | 17.48% | 30.45%-13.0pp | 134.60%-117.1pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,946 | $1,247+56.0% | $2,122-8.3% | $2,471-21.3% |
| Participant deferral / active EE | $3,744 | $2,512+49.0% | $3,373+11.0% | $3,741+0.1% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,961-100.0% | $5,306-100.0% |