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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,374 | $81,331+6.2% | $155,534-44.5% | $80,935+6.7% |
| Participation rate | 94.4% | 66.3%+28.1pp | 78.2%+16.2pp | 67.7%+26.7pp |
| Annual return | 14.06% | 33.37%-19.3pp | 64.92%-50.9pp | 35.66%-21.6pp |
| Employer contribution / active EE | $6,009 | $3,105+93.5% | $4,675+28.5% | $2,757+118.0% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $5,630-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $7,999-100.0% | $15,900-100.0% | $6,924-100.0% |