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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,412 | $93,010+62.8% | $96,538+56.8% | $74,473+103.3% |
| Participation rate | 97.5% | 71.6%+25.9pp | 74.3%+23.1pp | 70.7%+26.7pp |
| Annual return | 20.65% | 37.50%-16.9pp | 35.74%-15.1pp | 34.36%-13.7pp |
| Employer contribution / active EE | $6,635 | $3,427+93.6% | $3,740+77.4% | $2,638+151.5% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $0 | $633-100.0% | $6,737-100.0% | $347-100.0% |