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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,131 | $57,119+105.1% | $85,187+37.5% | $80,935+44.7% |
| Participation rate | 96.3% | 56.4%+39.9pp | 67.5%+28.8pp | 67.7%+28.6pp |
| Annual return | 19.30% | 21.70%-2.4pp | 66.67%-47.4pp | 35.66%-16.4pp |
| Employer contribution / active EE | $4,370 | $1,802+142.6% | $2,732+59.9% | $2,757+58.5% |
| Participant deferral / active EE | $10,455 | $3,115+235.7% | $4,525+131.1% | $4,299+143.2% |
| Admin fee / account holder | $0 | $4,990-100.0% | $6,162-100.0% | $6,924-100.0% |