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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,252 | $78,275+35.7% | $109,188-2.7% | $86,821+22.4% |
| Participation rate | 83.0% | 73.8%+9.1pp | 75.9%+7.1pp | 72.3%+10.7pp |
| Annual return | 27.61% | 19.14%+8.5pp | 25.76%+1.9pp | 97.94%-70.3pp |
| Employer contribution / active EE | $2,643 | $3,105-14.9% | $3,723-29.0% | $2,406+9.9% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $198-100.0% | $6,755-100.0% | $170-100.0% |