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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,358 | $71,873+49.4% | $86,698+23.8% | $68,490+56.7% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 34.42% | 3.54%+30.9pp | 35.96%-1.5pp | -7.85%+42.3pp |
| Employer contribution / active EE | $3,906 | $2,173+79.7% | $2,837+37.7% | $2,597+50.4% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $6,110-100.0% | $7,492-100.0% | $5,403-100.0% |