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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,902 | $89,123+118.7% | $102,460+90.2% | $77,762+150.6% |
| Participation rate | 97.0% | 80.9%+16.1pp | 76.5%+20.5pp | 70.6%+26.5pp |
| Annual return | 22.23% | 25.05%-2.8pp | 29.47%-7.2pp | 31.27%-9.0pp |
| Employer contribution / active EE | $20,073 | $2,700+643.5% | $3,025+563.5% | $2,728+635.8% |
| Participant deferral / active EE | $0 | $5,148-100.0% | $5,056-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,460-100.0% | $433-100.0% |