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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,652 | $76,112+53.3% | $96,544+20.8% | $71,529+63.1% |
| Participation rate | 99.0% | 74.4%+24.6pp | 76.0%+23.1pp | 67.9%+31.1pp |
| Annual return | 20.32% | 22.80%-2.5pp | 25.88%-5.6pp | 28.97%-8.7pp |
| Employer contribution / active EE | $1,106 | $2,248-50.8% | $2,966-62.7% | $2,590-57.3% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,708-100.0% | $8,254-100.0% | $1,588-100.0% |