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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,457 | $89,067+164.4% | $102,423+129.9% | $77,714+203.0% |
| Participation rate | 93.5% | 80.9%+12.6pp | 76.5%+17.0pp | 70.6%+22.9pp |
| Annual return | 15.06% | 25.01%-10.0pp | 29.42%-14.4pp | 31.26%-16.2pp |
| Employer contribution / active EE | $5,337 | $2,699+97.7% | $3,023+76.5% | $2,727+95.7% |
| Participant deferral / active EE | $0 | $5,147-100.0% | $5,054-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,455-100.0% | $433-100.0% |