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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,028 | $51,092+48.8% | $76,735-0.9% | $79,634-4.5% |
| Participation rate | 95.2% | 50.2%+44.9pp | 69.5%+25.7pp | 62.5%+32.7pp |
| Annual return | 37.01% | 18.04%+19.0pp | 29.77%+7.2pp | 36.46%+0.5pp |
| Employer contribution / active EE | $1,771 | $1,519+16.6% | $2,454-27.8% | $2,529-30.0% |
| Participant deferral / active EE | $0 | $2,529-100.0% | $4,088-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $1,865-100.0% | $7,189-100.0% | $1,002-100.0% |