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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,632 | $103,024+37.5% | $112,040+26.4% | $79,634+77.9% |
| Participation rate | 100.0% | 80.6%+19.4pp | 76.5%+23.5pp | 62.5%+37.5pp |
| Annual return | 23.90% | 17.60%+6.3pp | 24.52%-0.6pp | 36.46%-12.6pp |
| Employer contribution / active EE | $7,065 | $3,015+134.3% | $2,954+139.2% | $2,529+179.3% |
| Participant deferral / active EE | $0 | $5,233-100.0% | $5,098-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $465-100.0% | $12,098-100.0% | $1,002-100.0% |