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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,705 | $91,517+16.6% | $101,275+5.4% | $73,412+45.3% |
| Participation rate | 81.4% | 73.8%+7.7pp | 75.8%+5.6pp | 72.2%+9.3pp |
| Annual return | 19.83% | 17.17%+2.7pp | 46.48%-26.6pp | 59.30%-39.5pp |
| Employer contribution / active EE | $3,406 | $2,877+18.4% | $3,660-7.0% | $2,234+52.5% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,371-100.0% | $3,806-100.0% |
| Admin fee / account holder | $0 | $216-99.9% | $5,948-100.0% | $158-99.8% |