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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,778 | $69,383+42.4% | $101,275-2.5% | $73,497+34.4% |
| Participation rate | 98.7% | 68.4%+30.3pp | 75.8%+22.9pp | 70.7%+28.0pp |
| Annual return | 16.63% | 18.46%-1.8pp | 46.48%-29.9pp | 28.51%-11.9pp |
| Employer contribution / active EE | $8,359 | $2,628+218.0% | $3,660+128.4% | $2,270+268.2% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,948-100.0% | $513-100.0% |