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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,831 | $65,378+124.6% | $87,103+68.6% | $65,186+125.2% |
| Participation rate | 99.6% | 75.3%+24.3pp | 76.9%+22.7pp | 70.2%+29.4pp |
| Annual return | 25.36% | 31.28%-5.9pp | 28.19%-2.8pp | 29.39%-4.0pp |
| Employer contribution / active EE | $12,146 | $1,823+566.4% | $2,521+381.7% | $2,177+458.0% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $1 | $520-99.8% | $7,491-100.0% | $847-99.9% |