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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,631 | $76,696+3.8% | $96,515-17.5% | $71,511+11.4% |
| Participation rate | 99.5% | 66.6%+32.9pp | 74.3%+25.1pp | 67.9%+31.6pp |
| Annual return | 30.22% | 48.32%-18.1pp | 35.73%-5.5pp | 28.86%+1.4pp |
| Employer contribution / active EE | $7,529 | $3,032+148.3% | $3,740+101.3% | $2,589+190.8% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $1 | $2,030-99.9% | $6,735-100.0% | $1,588-99.9% |