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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,867 | $82,972+52.9% | $103,374+22.7% | $77,671+63.3% |
| Participation rate | 99.2% | 71.5%+27.7pp | 74.5%+24.7pp | 70.6%+28.6pp |
| Annual return | 21.17% | 19.14%+2.0pp | 24.89%-3.7pp | 31.21%-10.0pp |
| Employer contribution / active EE | $9,164 | $3,554+157.8% | $3,869+136.8% | $2,726+236.1% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,058-100.0% | $4,648-100.0% |
| Admin fee / account holder | $38 | $639-94.1% | $8,394-99.5% | $430-91.2% |