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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,484 | $96,782+64.8% | $140,514+13.5% | $69,255+130.3% |
| Participation rate | 100.0% | 81.0%+19.0pp | 77.8%+22.2pp | 69.0%+31.0pp |
| Annual return | 11.49% | 11.56%-0.1pp | 14.36%-2.9pp | 26.73%-15.2pp |
| Employer contribution / active EE | $9,613 | $3,063+213.9% | $3,378+184.5% | $2,645+263.4% |
| Participant deferral / active EE | $0 | $4,233-100.0% | $4,919-100.0% | $2,890-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $13,697-100.0% | $733-100.0% |