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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,078 | $66,457+172.5% | $81,438+122.3% | $77,671+133.1% |
| Participation rate | 99.0% | 68.7%+30.2pp | 69.5%+29.4pp | 70.6%+28.4pp |
| Annual return | 38.74% | 15.93%+22.8pp | 24.74%+14.0pp | 31.21%+7.5pp |
| Employer contribution / active EE | $8,788 | $2,159+307.0% | $2,460+257.2% | $2,726+222.3% |
| Participant deferral / active EE | $0 | $3,679-100.0% | $3,883-100.0% | $4,648-100.0% |
| Admin fee / account holder | $1 | $583-99.9% | $5,764-100.0% | $430-99.8% |