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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,545 | $77,677+113.1% | $109,188+51.6% | $79,389+108.5% |
| Participation rate | 95.0% | 67.8%+27.2pp | 75.9%+19.2pp | 70.7%+24.3pp |
| Annual return | 21.43% | 23.44%-2.0pp | 25.76%-4.3pp | 116.89%-95.5pp |
| Employer contribution / active EE | $14,899 | $2,798+432.5% | $3,723+300.2% | $2,428+513.7% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,755-100.0% | $626-100.0% |