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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,379 | $103,024+8.1% | $112,040-0.6% | $79,634+39.9% |
| Participation rate | 99.0% | 80.6%+18.4pp | 76.5%+22.5pp | 62.5%+36.5pp |
| Annual return | 12.27% | 17.60%-5.3pp | 24.52%-12.2pp | 36.46%-24.2pp |
| Employer contribution / active EE | $10,577 | $3,015+250.8% | $2,954+258.0% | $2,529+318.2% |
| Participant deferral / active EE | $0 | $5,233-100.0% | $5,098-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $465-100.0% | $12,098-100.0% | $1,002-100.0% |