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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,604 | $65,582+80.8% | $64,099+85.0% | $71,495+65.9% |
| Participation rate | 98.6% | 73.2%+25.4pp | 72.3%+26.3pp | 67.9%+30.6pp |
| Annual return | 17.80% | 18.96%-1.2pp | 33.70%-15.9pp | 28.85%-11.1pp |
| Employer contribution / active EE | $11,071 | $2,671+314.6% | $2,748+302.9% | $2,589+327.5% |
| Participant deferral / active EE | $5,905 | $3,628+62.8% | $3,881+52.1% | $4,291+37.6% |
| Admin fee / account holder | $0 | $616-100.0% | $3,070-100.0% | $1,588-100.0% |