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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,902 | $88,982+119.0% | $102,438+90.3% | $77,671+150.9% |
| Participation rate | 97.0% | 80.9%+16.1pp | 76.5%+20.5pp | 70.6%+26.5pp |
| Annual return | 22.23% | 25.01%-2.8pp | 29.37%-7.1pp | 31.21%-9.0pp |
| Employer contribution / active EE | $20,073 | $2,698+644.0% | $3,024+563.9% | $2,726+636.2% |
| 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% |