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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,539 | $91,474+8.8% | $135,982-26.8% | $71,529+39.2% |
| Participation rate | 97.6% | 75.7%+22.0pp | 81.9%+15.7pp | 67.9%+29.7pp |
| Annual return | 34.44% | 29.89%+4.5pp | 68.32%-33.9pp | 28.97%+5.5pp |
| Employer contribution / active EE | $1,049 | $3,705-71.7% | $4,859-78.4% | $2,590-59.5% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |