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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,865 | $90,745+15.6% | $130,231-19.5% | $75,173+39.5% |
| Participation rate | 97.6% | 71.1%+26.6pp | 76.3%+21.3pp | 67.2%+30.4pp |
| Annual return | 36.57% | 34.45%+2.1pp | 38.86%-2.3pp | 160.72%-124.1pp |
| Employer contribution / active EE | $3,095 | $3,314-6.6% | $4,126-25.0% | $2,671+15.9% |
| Participant deferral / active EE | $0 | $5,362-100.0% | $6,799-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,331-100.0% | $6,020-100.0% | $5,651-100.0% |