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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,949 | $89,123+78.3% | $102,460+55.1% | $77,762+104.4% |
| Participation rate | 99.5% | 80.9%+18.6pp | 76.5%+23.0pp | 70.6%+28.9pp |
| Annual return | 11.97% | 25.05%-13.1pp | 29.47%-17.5pp | 31.27%-19.3pp |
| Employer contribution / active EE | $15,104 | $2,700+459.4% | $3,025+399.3% | $2,728+453.6% |
| Participant deferral / active EE | $0 | $5,148-100.0% | $5,056-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,460-100.0% | $433-100.0% |