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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,473 | $136,853+19.5% | $130,298+25.5% | $80,187+103.9% |
| Participation rate | 97.9% | 81.6%+16.2pp | 76.3%+21.6pp | 72.9%+24.9pp |
| Annual return | 23.38% | 22.66%+0.7pp | 38.90%-15.5pp | 40.40%-17.0pp |
| Employer contribution / active EE | $4,571 | $3,395+34.7% | $4,128+10.7% | $2,980+53.4% |
| Participant deferral / active EE | $0 | $5,856-100.0% | $6,790-100.0% | $5,016-100.0% |
| Admin fee / account holder | $0 | $184-100.0% | $6,025-100.0% | $145-100.0% |