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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,088 | $83,023+38.6% | $102,437+12.3% | $77,762+48.0% |
| Participation rate | 99.7% | 71.5%+28.1pp | 74.5%+25.1pp | 70.6%+29.1pp |
| Annual return | 13.72% | 19.12%-5.4pp | 24.95%-11.2pp | 31.27%-17.6pp |
| Employer contribution / active EE | $11,538 | $3,552+224.8% | $3,871+198.1% | $2,728+323.0% |
| Participant deferral / active EE | $0 | $4,110-100.0% | $5,060-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $639-100.0% | $8,388-100.0% | $433-100.0% |