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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,072 | $153,769+30.8% | $133,975+50.1% | $273,972-26.6% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | 9.71% | 36.51%-26.8pp | 29.29%-19.6pp | 41.46%-31.7pp |
| Employer contribution / active EE | $21,316 | $6,029+253.6% | $5,211+309.1% | $4,869+337.8% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |