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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,766 | $106,230+29.7% | $80,977+70.1% | - |
| Participation rate | 100.0% | 59.7%+40.3pp | 75.8%+24.2pp | - |
| Annual return | 21.07% | 1.70%+19.4pp | 17.11%+4.0pp | - |
| Employer contribution / active EE | $3,496 | $1,571+122.5% | $3,715-5.9% | - |
| Participant deferral / active EE | $0 | $3,737-100.0% | $5,696-100.0% | - |
| Admin fee / account holder | $0 | $5,451-100.0% | $5,517-100.0% | - |