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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,210 | $129,227+42.5% | $184,2560% | $77,762+136.9% |
| Participation rate | 91.7% | 87.4%+4.3pp | 86.8%+4.8pp | 70.6%+21.1pp |
| Annual return | 19.36% | 33.24%-13.9pp | 28.85%-9.5pp | 31.27%-11.9pp |
| Employer contribution / active EE | $5,072 | $4,412+15.0% | $6,427-21.1% | $2,728+85.9% |
| Participant deferral / active EE | $0 | $7,307-100.0% | $9,133-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $256-100.0% | $13,899-100.0% | $433-100.0% |