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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,042 | $76,696+25.2% | $96,515-0.5% | $71,511+34.3% |
| Participation rate | 99.1% | 66.6%+32.6pp | 74.3%+24.8pp | 67.9%+31.2pp |
| Annual return | 36.79% | 48.32%-11.5pp | 35.73%+1.1pp | 28.86%+7.9pp |
| Employer contribution / active EE | $7,488 | $3,032+147.0% | $3,740+100.2% | $2,589+189.2% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,030-100.0% | $6,735-100.0% | $1,588-100.0% |