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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,088 | $82,979+38.7% | $102,383+12.4% | $77,714+48.1% |
| Participation rate | 99.7% | 71.5%+28.1pp | 74.5%+25.1pp | 70.6%+29.1pp |
| Annual return | 13.72% | 19.11%-5.4pp | 24.94%-11.2pp | 31.26%-17.5pp |
| Employer contribution / active EE | $11,538 | $3,554+224.7% | $3,870+198.1% | $2,727+323.1% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $5,060-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,391-100.0% | $433-100.0% |