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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,446 | $65,453+110.0% | $86,698+58.5% | $66,938+105.3% |
| Participation rate | 89.9% | 75.5%+14.4pp | 76.6%+13.3pp | 69.8%+20.1pp |
| Annual return | 26.76% | -10.89%+37.6pp | 35.95%-9.2pp | 1.58%+25.2pp |
| Employer contribution / active EE | $6,003 | $2,154+178.7% | $2,837+111.6% | $2,545+135.8% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,238-100.0% |
| Admin fee / account holder | $11 | $642-98.3% | $7,493-99.9% | $594-98.2% |