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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,612 | $64,138+89.6% | $112,258+8.3% | $66,930+81.7% |
| Participation rate | 99.3% | 68.5%+30.8pp | 75.1%+24.2pp | 69.8%+29.5pp |
| Annual return | 22.81% | -13.81%+36.6pp | 27.47%-4.7pp | 1.57%+21.2pp |
| Employer contribution / active EE | $3,501 | $3,006+16.5% | $3,636-3.7% | $2,545+37.6% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,728-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $6,411-100.0% | $593-100.0% |