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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,364 | $51,207+170.2% | $70,565+96.1% | $71,529+93.4% |
| Participation rate | 99.0% | 59.4%+39.7pp | 68.4%+30.7pp | 67.9%+31.1pp |
| Annual return | 16.59% | 42.71%-26.1pp | 32.79%-16.2pp | 28.97%-12.4pp |
| Employer contribution / active EE | $3,113 | $1,795+73.5% | $2,976+4.6% | $2,590+20.2% |
| Participant deferral / active EE | $0 | $3,033-100.0% | $4,568-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,002-100.0% | $6,430-100.0% | $1,588-100.0% |