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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,268 | $65,453+92.9% | $86,691+45.7% | $66,930+88.7% |
| Participation rate | 95.8% | 75.5%+20.3pp | 76.6%+19.2pp | 69.8%+26.0pp |
| Annual return | 7.87% | -10.89%+18.8pp | 35.94%-28.1pp | 1.57%+6.3pp |
| Employer contribution / active EE | $9,532 | $2,154+342.6% | $2,837+236.0% | $2,545+274.6% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,492-100.0% | $593-100.0% |