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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,653 | $69,383+92.6% | $101,264+32.0% | $73,493+81.9% |
| Participation rate | 86.5% | 68.4%+18.2pp | 75.8%+10.7pp | 70.7%+15.9pp |
| Annual return | 19.20% | 18.46%+0.7pp | 46.48%-27.3pp | 28.51%-9.3pp |
| Employer contribution / active EE | $8,173 | $2,628+211.0% | $3,660+123.3% | $2,270+260.0% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $105 | $704-85.0% | $5,947-98.2% | $513-79.5% |