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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,047 | $70,002+20.1% | $115,038-26.9% | $52,331+60.6% |
| Participation rate | 99.1% | 72.1%+27.0pp | 81.4%+17.7pp | 68.1%+31.0pp |
| Annual return | 25.43% | 4.04%+21.4pp | 26.14%-0.7pp | 4.54%+20.9pp |
| Employer contribution / active EE | $3,843 | $2,715+41.5% | $4,608-16.6% | $1,882+104.2% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |