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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,028 | $37,422+103.2% | $92,985-18.2% | $64,728+17.5% |
| Participation rate | 95.2% | 40.1%+55.0pp | 69.5%+25.7pp | 57.9%+37.3pp |
| Annual return | 37.01% | 20.66%+16.3pp | 27.99%+9.0pp | 49.38%-12.4pp |
| Employer contribution / active EE | $1,771 | $1,156+53.2% | $2,662-33.5% | $2,243-21.0% |
| Participant deferral / active EE | $0 | $1,740-100.0% | $4,377-100.0% | $2,729-100.0% |
| Admin fee / account holder | $0 | $2,190-100.0% | $9,463-100.0% | $1,145-100.0% |