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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,623 | $57,752+34.4% | $112,273-30.9% | $71,511+8.5% |
| Participation rate | 98.1% | 58.8%+39.3pp | 72.4%+25.7pp | 67.9%+30.2pp |
| Annual return | 16.54% | 18.25%-1.7pp | 30.23%-13.7pp | 28.86%-12.3pp |
| Employer contribution / active EE | $3,752 | $1,912+96.2% | $3,431+9.4% | $2,589+44.9% |
| Participant deferral / active EE | $0 | $2,860-100.0% | $4,800-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,586-100.0% | $7,752-100.0% | $1,588-100.0% |