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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,369 | $64,909+134.7% | $82,312+85.1% | $62,293+144.6% |
| Participation rate | 99.1% | 74.9%+24.3pp | 76.9%+22.2pp | 69.5%+29.6pp |
| Annual return | 20.07% | 21.18%-1.1pp | 25.88%-5.8pp | 28.90%-8.8pp |
| Employer contribution / active EE | $22,605 | $1,676+1248.8% | $2,428+830.9% | $2,042+1006.9% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |