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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,132 | $89,093+59.5% | $102,434+38.8% | $77,736+82.8% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 12.22% | 25.03%-12.8pp | 29.46%-17.2pp | 31.26%-19.0pp |
| Employer contribution / active EE | $9,739 | $2,699+260.8% | $3,023+222.1% | $2,728+257.0% |
| Participant deferral / active EE | $0 | $5,147-100.0% | $5,055-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,462-100.0% | $433-100.0% |