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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,921 | $106,236+86.3% | $112,258+76.3% | $64,814+205.4% |
| Participation rate | 99.1% | 71.7%+27.4pp | 75.1%+24.0pp | 71.5%+27.6pp |
| Annual return | 16.62% | -6.02%+22.6pp | 27.47%-10.9pp | 32.84%-16.2pp |
| Employer contribution / active EE | $995 | $3,166-68.6% | $3,636-72.6% | $2,507-60.3% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,411-100.0% | $188-100.0% |