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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,019 | $72,273+28.7% | $101,275-8.2% | $79,856+16.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 27.02% | 22.30%+4.7pp | 46.48%-19.5pp | 31.71%-4.7pp |
| Employer contribution / active EE | $9,394 | $2,691+249.1% | $3,660+156.7% | $2,471+280.1% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,948-100.0% | $5,306-100.0% |