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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,909 | $92,090+49.8% | $106,201+29.9% | $77,671+77.6% |
| Participation rate | 99.6% | 81.0%+18.6pp | 75.3%+24.3pp | 70.6%+29.1pp |
| Annual return | 16.75% | 17.89%-1.1pp | 116.26%-99.5pp | 31.21%-14.5pp |
| Employer contribution / active EE | $11,382 | $3,368+237.9% | $3,170+259.1% | $2,726+317.5% |
| Participant deferral / active EE | $0 | $5,386-100.0% | $5,012-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $219-100.0% | $11,039-100.0% | $430-100.0% |