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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,730 | $88,982+180.7% | $102,438+143.8% | $77,671+221.5% |
| Participation rate | 98.7% | 80.9%+17.8pp | 76.5%+22.2pp | 70.6%+28.2pp |
| Annual return | 20.21% | 25.01%-4.8pp | 29.37%-9.2pp | 31.21%-11.0pp |
| Employer contribution / active EE | $10,492 | $2,698+288.9% | $3,024+247.0% | $2,726+284.8% |
| Participant deferral / active EE | $0 | $5,144-100.0% | $5,054-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,448-100.0% | $430-100.0% |