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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,538 | $127,218-7.6% | $392,568-70.1% | $77,775+51.1% |
| Participation rate | 97.4% | 82.0%+15.3pp | 78.1%+19.3pp | 73.2%+24.1pp |
| Annual return | 27.20% | 25.27%+1.9pp | 24.42%+2.8pp | 32.58%-5.4pp |
| Employer contribution / active EE | $3,577 | $3,064+16.8% | $3,783-5.5% | $2,504+42.9% |
| Participant deferral / active EE | $0 | $4,820-100.0% | $5,985-100.0% | $3,966-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $6,260-100.0% | $100-100.0% |