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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,140 | $81,476+46.2% | $102,383+16.4% | $80,925+47.2% |
| Participation rate | 83.3% | 66.8%+16.5pp | 74.5%+8.8pp | 67.7%+15.7pp |
| Annual return | 19.37% | 25.59%-6.2pp | 24.94%-5.6pp | 35.65%-16.3pp |
| Employer contribution / active EE | $17,708 | $3,105+470.4% | $3,870+357.5% | $2,756+542.5% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,391-100.0% | $6,940-100.0% |