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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,834 | $89,808+42.3% | $100,383+27.3% | $77,671+64.6% |
| Participation rate | 97.9% | 81.2%+16.7pp | 81.5%+16.4pp | 70.6%+27.3pp |
| Annual return | 31.13% | 20.62%+10.5pp | 49.26%-18.1pp | 31.21%-0.1pp |
| Employer contribution / active EE | $3,978 | $3,039+30.9% | $3,944+0.9% | $2,726+45.9% |
| Participant deferral / active EE | $0 | $8,284-100.0% | $8,086-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,900-100.0% | $430-100.0% |