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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,525 | $36,904+61.3% | $158,223-62.4% | $65,191-8.7% |
| Participation rate | 98.8% | 62.1%+36.7pp | 79.2%+19.6pp | 63.0%+35.8pp |
| Annual return | 12.72% | 24.43%-11.7pp | 52.09%-39.4pp | 51.24%-38.5pp |
| Employer contribution / active EE | $5,712 | $1,489+283.5% | $4,109+39.0% | $2,400+138.0% |
| Participant deferral / active EE | $0 | $1,936-100.0% | $5,467-100.0% | $2,671-100.0% |
| Admin fee / account holder | $19 | $793-97.6% | $16,047-99.9% | $907-97.9% |