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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,949 | $89,067+78.5% | $102,423+55.2% | $77,714+104.5% |
| Participation rate | 99.5% | 80.9%+18.6pp | 76.5%+23.0pp | 70.6%+28.9pp |
| Annual return | 11.97% | 25.01%-13.0pp | 29.42%-17.5pp | 31.26%-19.3pp |
| Employer contribution / active EE | $15,104 | $2,699+459.5% | $3,023+399.6% | $2,727+453.9% |
| Participant deferral / active EE | $0 | $5,147-100.0% | $5,054-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,455-100.0% | $433-100.0% |