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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,943 | $81,948+109.8% | $90,766+89.4% | $64,824+165.2% |
| Participation rate | 98.8% | 80.5%+18.4pp | 75.7%+23.1pp | 71.5%+27.4pp |
| Annual return | 7.09% | -12.53%+19.6pp | -12.16%+19.2pp | 32.84%-25.8pp |
| Employer contribution / active EE | $4,636 | $3,067+51.1% | $2,922+58.7% | $2,507+84.9% |
| Participant deferral / active EE | $0 | $4,844-100.0% | $4,565-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $157-100.0% | $8,446-100.0% | $188-100.0% |