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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,143 | $89,093+158.3% | $102,434+124.7% | $77,736+196.1% |
| Participation rate | 99.7% | 80.9%+18.8pp | 76.5%+23.2pp | 70.6%+29.2pp |
| Annual return | 18.25% | 25.03%-6.8pp | 29.46%-11.2pp | 31.26%-13.0pp |
| Employer contribution / active EE | $5,998 | $2,699+122.2% | $3,023+98.4% | $2,728+119.9% |
| Participant deferral / active EE | $0 | $5,147-100.0% | $5,055-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,462-100.0% | $433-100.0% |