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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,146 | $63,114+180.7% | $92,915+90.7% | $65,186+171.8% |
| Participation rate | 97.3% | 68.8%+28.5pp | 76.0%+21.3pp | 70.2%+27.1pp |
| Annual return | 21.73% | 28.75%-7.0pp | 109.45%-87.7pp | 29.39%-7.7pp |
| Employer contribution / active EE | $19,401 | $2,571+654.7% | $3,653+431.0% | $2,177+791.3% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1 | $624-99.8% | $5,796-100.0% | $847-99.8% |