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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,505 | $64,138+64.5% | $112,258-6.0% | $66,930+57.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | 26.64% | -13.81%+40.4pp | 27.47%-0.8pp | 1.57%+25.1pp |
| Employer contribution / active EE | $5,796 | $3,006+92.8% | $3,636+59.4% | $2,545+127.7% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,728-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $6,411-100.0% | $593-100.0% |