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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,456 | $42,772+41.3% | $87,502-30.9% | $55,167+9.6% |
| Participation rate | 99.2% | 66.5%+32.7pp | 73.8%+25.3pp | 69.0%+30.2pp |
| Annual return | 27.77% | 21.20%+6.6pp | 12.21%+15.6pp | 169.23%-141.5pp |
| Employer contribution / active EE | $2,708 | $1,277+112.1% | $2,550+6.2% | $1,963+38.0% |
| Participant deferral / active EE | $0 | $2,342-100.0% | $3,149-100.0% | $3,054-100.0% |
| Admin fee / account holder | $4 | $461-99.1% | $4,221-99.9% | $504-99.2% |