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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,757 | $83,023+182.8% | $102,437+129.2% | $77,762+201.9% |
| Participation rate | 99.7% | 71.5%+28.2pp | 74.5%+25.2pp | 70.6%+29.1pp |
| Annual return | 18.96% | 19.12%-0.2pp | 24.95%-6.0pp | 31.27%-12.3pp |
| Employer contribution / active EE | $6,531 | $3,552+83.8% | $3,871+68.7% | $2,728+139.4% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |