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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,532 | $84,784+24.5% | $98,461+7.2% | $74,460+41.7% |
| Participation rate | 99.6% | 81.5%+18.1pp | 75.2%+24.5pp | 70.7%+28.9pp |
| Annual return | 21.88% | 20.59%+1.3pp | 21.17%+0.7pp | 34.38%-12.5pp |
| Employer contribution / active EE | $9,661 | $3,364+187.2% | $3,049+216.9% | $2,638+266.2% |
| Participant deferral / active EE | $0 | $5,218-100.0% | $4,738-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $204-100.0% | $8,961-100.0% | $348-100.0% |