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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,873 | $81,476+103.6% | $102,383+62.0% | $80,925+105.0% |
| Participation rate | 96.7% | 66.8%+29.9pp | 74.5%+22.2pp | 67.7%+29.1pp |
| Annual return | 12.15% | 25.59%-13.4pp | 24.94%-12.8pp | 35.65%-23.5pp |
| Employer contribution / active EE | $18,426 | $3,105+493.5% | $3,870+376.1% | $2,756+568.5% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,391-100.0% | $6,940-100.0% |