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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,765 | $78,275+73.4% | $109,188+24.3% | $86,821+56.4% |
| Participation rate | 98.0% | 73.8%+24.2pp | 75.9%+22.1pp | 72.3%+25.7pp |
| Annual return | 17.77% | 19.14%-1.4pp | 25.76%-8.0pp | 97.94%-80.2pp |
| Employer contribution / active EE | $9,192 | $3,105+196.0% | $3,723+146.9% | $2,406+282.0% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,654-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $198-100.0% | $6,755-100.0% | $170-100.0% |