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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,305 | $86,938+76.3% | $102,423+49.7% | $80,925+89.4% |
| Participation rate | 96.3% | 72.4%+23.9pp | 76.5%+19.8pp | 67.7%+28.6pp |
| Annual return | 18.21% | 18.89%-0.7pp | 29.42%-11.2pp | 35.65%-17.4pp |
| Employer contribution / active EE | $7,855 | $2,369+231.6% | $3,023+159.9% | $2,756+185.0% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $8,053-100.0% | $9,455-100.0% | $6,940-100.0% |