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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $225,830 | $78,419+188.0% | $133,982+68.6% | $73,415+207.6% |
| Participation rate | 99.3% | 78.6%+20.7pp | 79.8%+19.5pp | 72.2%+27.1pp |
| Annual return | 13.55% | 33.35%-19.8pp | 45.10%-31.5pp | 59.30%-45.7pp |
| Employer contribution / active EE | $4,117 | $2,044+101.4% | $3,919+5.0% | $2,234+84.3% |
| Participant deferral / active EE | $0 | $3,925-100.0% | $5,047-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $161-100.0% | $8,930-100.0% | $158-100.0% |