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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,867 | $83,023+52.8% | $102,437+23.8% | $77,762+63.1% |
| Participation rate | 99.2% | 71.5%+27.7pp | 74.5%+24.7pp | 70.6%+28.6pp |
| Annual return | 21.17% | 19.12%+2.0pp | 24.95%-3.8pp | 31.27%-10.1pp |
| Employer contribution / active EE | $9,164 | $3,552+158.0% | $3,871+136.7% | $2,728+235.9% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $38 | $639-94.1% | $8,388-99.5% | $433-91.3% |