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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,381 | $60,349+87.9% | $74,184+52.8% | $62,881+80.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 18.50% | 21.38%-2.9pp | 17.74%+0.8pp | 20.14%-1.6pp |
| Employer contribution / active EE | $7,613 | $1,680+353.1% | $2,370+221.2% | $2,281+233.8% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |