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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,668 | $77,677+94.0% | $109,188+38.0% | $79,389+89.8% |
| Participation rate | 99.3% | 67.8%+31.5pp | 75.9%+23.4pp | 70.7%+28.6pp |
| Annual return | 17.95% | 23.44%-5.5pp | 25.76%-7.8pp | 116.89%-98.9pp |
| Employer contribution / active EE | $2,632 | $2,798-5.9% | $3,723-29.3% | $2,428+8.4% |
| 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% |