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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,949 | $88,982+78.6% | $102,438+55.2% | $77,671+104.6% |
| Participation rate | 99.5% | 80.9%+18.6pp | 76.5%+23.0pp | 70.6%+28.9pp |
| Annual return | 11.97% | 25.01%-13.0pp | 29.37%-17.4pp | 31.21%-19.2pp |
| Employer contribution / active EE | $15,104 | $2,698+459.8% | $3,024+399.5% | $2,726+454.0% |
| Participant deferral / active EE | $0 | $5,144-100.0% | $5,054-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,448-100.0% | $430-100.0% |