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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,037 | $89,067+14.6% | $102,423-0.4% | $77,714+31.3% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 20.26% | 25.01%-4.8pp | 29.42%-9.2pp | 31.26%-11.0pp |
| Employer contribution / active EE | $11,393 | $2,699+322.1% | $3,023+276.9% | $2,727+317.8% |
| Participant deferral / active EE | $0 | $5,147-100.0% | $5,054-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,455-100.0% | $433-100.0% |