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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,120 | $81,494+78.1% | $133,978+8.3% | $73,497+97.5% |
| Participation rate | 91.3% | 76.4%+15.0pp | 79.8%+11.5pp | 70.7%+20.7pp |
| Annual return | 18.31% | 19.40%-1.1pp | 45.10%-26.8pp | 28.51%-10.2pp |
| Employer contribution / active EE | $16,104 | $2,210+628.8% | $3,919+310.9% | $2,270+609.4% |
| Participant deferral / active EE | $0 | $3,787-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $713-100.0% | $8,930-100.0% | $513-100.0% |