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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,167 | $198,836+19.3% | $102,437+131.5% | - |
| Participation rate | 92.9% | 60.8%+32.1pp | 74.5%+18.4pp | - |
| Annual return | 12.37% | 12.43%-0.1pp | 24.95%-12.6pp | - |
| Employer contribution / active EE | $10,136 | $2,607+288.8% | $3,871+161.9% | - |
| Participant deferral / active EE | $0 | $3,407-100.0% | $5,060-100.0% | - |
| Admin fee / account holder | $0 | $10,004-100.0% | $8,388-100.0% | - |