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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,730 | $89,123+180.2% | $102,460+143.7% | $77,762+221.1% |
| Participation rate | 98.7% | 80.9%+17.8pp | 76.5%+22.2pp | 70.6%+28.1pp |
| Annual return | 20.21% | 25.05%-4.8pp | 29.47%-9.3pp | 31.27%-11.1pp |
| Employer contribution / active EE | $10,492 | $2,700+288.6% | $3,025+246.8% | $2,728+284.6% |
| 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% |