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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,028 | $36,198+110.0% | $94,215-19.3% | $65,191+16.6% |
| Participation rate | 95.2% | 43.6%+51.6pp | 70.0%+25.2pp | 63.0%+32.2pp |
| Annual return | 37.01% | 23.45%+13.6pp | 28.22%+8.8pp | 51.24%-14.2pp |
| Employer contribution / active EE | $1,771 | $1,189+48.9% | $2,675-33.8% | $2,400-26.2% |
| Participant deferral / active EE | $0 | $1,716-100.0% | $4,276-100.0% | $2,671-100.0% |
| Admin fee / account holder | $0 | $2,162-100.0% | $10,216-100.0% | $907-100.0% |