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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,661 | $91,474+33.0% | $135,982-10.5% | $71,529+70.1% |
| Participation rate | 88.2% | 75.7%+12.5pp | 81.9%+6.3pp | 67.9%+20.3pp |
| Annual return | 17.88% | 29.89%-12.0pp | 68.32%-50.4pp | 28.97%-11.1pp |
| Employer contribution / active EE | $6,154 | $3,705+66.1% | $4,859+26.6% | $2,590+137.6% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |