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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,084 | $76,112+98.5% | $96,534+56.5% | $71,511+111.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 21.07% | 22.81%-1.7pp | 25.88%-4.8pp | 28.86%-7.8pp |
| Employer contribution / active EE | $7,337 | $2,248+226.4% | $2,965+147.4% | $2,589+183.4% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,708-100.0% | $8,253-100.0% | $1,588-100.0% |