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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,757 | $82,980+182.9% | $103,378+127.1% | $77,692+202.2% |
| Participation rate | 99.7% | 71.5%+28.2pp | 74.5%+25.2pp | 70.6%+29.2pp |
| Annual return | 18.96% | 19.11%-0.2pp | 24.91%-6.0pp | 31.25%-12.3pp |
| Employer contribution / active EE | $6,531 | $3,554+83.8% | $3,870+68.7% | $2,726+139.6% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,401-100.0% | $431-100.0% |