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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,150 | $111,608+11.2% | $177,848-30.2% | $73,412+69.1% |
| Participation rate | 99.8% | 87.9%+11.9pp | 87.7%+12.1pp | 72.2%+27.6pp |
| Annual return | 35.64% | 18.23%+17.4pp | 48.33%-12.7pp | 59.30%-23.7pp |
| Employer contribution / active EE | $3,125 | $3,796-17.7% | $5,919-47.2% | $2,234+39.9% |
| Participant deferral / active EE | $0 | $6,199-100.0% | $7,714-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $166-100.0% | $12,431-100.0% | $158-100.0% |