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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,485 | $69,823+88.3% | $76,872+71.0% | $74,460+76.6% |
| Participation rate | 100.0% | 70.0%+30.0pp | 69.6%+30.4pp | 70.7%+29.3pp |
| Annual return | 38.28% | 19.99%+18.3pp | 37.90%+0.4pp | 34.38%+3.9pp |
| Employer contribution / active EE | $9,181 | $2,148+327.5% | $2,533+262.4% | $2,638+248.0% |
| Participant deferral / active EE | $0 | $3,558-100.0% | $3,832-100.0% | $4,530-100.0% |
| Admin fee / account holder | $1 | $398-99.8% | $5,476-100.0% | $348-99.8% |