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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,624 | $51,283+254.2% | $95,759+89.7% | $71,529+153.9% |
| Participation rate | 99.6% | 63.1%+36.5pp | 72.3%+27.3pp | 67.9%+31.6pp |
| Annual return | 17.12% | 25.25%-8.1pp | 28.42%-11.3pp | 28.97%-11.9pp |
| Employer contribution / active EE | $8,716 | $1,817+379.6% | $2,836+207.3% | $2,590+236.5% |
| Participant deferral / active EE | $0 | $3,365-100.0% | $4,244-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,135-100.0% | $5,678-100.0% | $1,588-100.0% |