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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,730 | $89,093+180.3% | $102,434+143.8% | $77,736+221.3% |
| Participation rate | 98.7% | 80.9%+17.8pp | 76.5%+22.2pp | 70.6%+28.1pp |
| Annual return | 20.21% | 25.03%-4.8pp | 29.46%-9.3pp | 31.26%-11.1pp |
| Employer contribution / active EE | $10,492 | $2,699+288.7% | $3,023+247.0% | $2,728+284.6% |
| Participant deferral / active EE | $0 | $5,147-100.0% | $5,055-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,462-100.0% | $433-100.0% |