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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,519 | $47,922+408.2% | $75,900+220.8% | $65,186+273.6% |
| Participation rate | 91.9% | 63.0%+28.9pp | 69.3%+22.6pp | 70.2%+21.7pp |
| Annual return | 19.73% | 24.12%-4.4pp | 30.73%-11.0pp | 29.39%-9.7pp |
| Employer contribution / active EE | $4,138 | $1,557+165.7% | $2,501+65.4% | $2,177+90.1% |
| Participant deferral / active EE | $0 | $2,550-100.0% | $3,604-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $532-100.0% | $5,421-100.0% | $847-100.0% |