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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,463 | $86,940+28.2% | $102,434+8.8% | $80,935+37.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 24.76% | 18.89%+5.9pp | 29.46%-4.7pp | 35.66%-10.9pp |
| Employer contribution / active EE | $12,536 | $2,370+429.0% | $3,023+314.7% | $2,757+354.8% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6 | $8,047-99.9% | $9,462-99.9% | $6,924-99.9% |