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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,160 | $86,940+177.4% | $102,434+135.4% | $80,935+198.0% |
| Participation rate | 97.4% | 72.4%+25.0pp | 76.5%+20.9pp | 67.7%+29.7pp |
| Annual return | 14.58% | 18.89%-4.3pp | 29.46%-14.9pp | 35.66%-21.1pp |
| Employer contribution / active EE | $16,406 | $2,370+592.3% | $3,023+442.7% | $2,757+495.1% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $8,047-100.0% | $9,462-100.0% | $6,924-100.0% |