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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,037 | $89,123+14.5% | $102,460-0.4% | $77,762+31.2% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 20.26% | 25.05%-4.8pp | 29.47%-9.2pp | 31.27%-11.0pp |
| Employer contribution / active EE | $11,393 | $2,700+322.0% | $3,025+276.6% | $2,728+317.6% |
| Participant deferral / active EE | $0 | $5,148-100.0% | $5,056-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,460-100.0% | $433-100.0% |