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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,328 | $95,438+0.9% | $135,982-29.2% | $74,473+29.3% |
| Participation rate | 99.4% | 78.2%+21.2pp | 81.9%+17.5pp | 70.7%+28.7pp |
| Annual return | 64.28% | 32.61%+31.7pp | 68.32%-4.0pp | 34.36%+29.9pp |
| Employer contribution / active EE | $1,407 | $3,878-63.7% | $4,859-71.0% | $2,638-46.7% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $259-100.0% | $10,767-100.0% | $347-100.0% |