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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,043 | $86,940+32.3% | $102,434+12.3% | $80,935+42.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 27.25% | 18.89%+8.4pp | 29.46%-2.2pp | 35.66%-8.4pp |
| Employer contribution / active EE | $7,144 | $2,370+201.5% | $3,023+136.3% | $2,757+159.2% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $8,047-100.0% | $9,462-100.0% | $6,924-100.0% |