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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,350 | $103,024+85.7% | $112,040+70.8% | $79,634+140.3% |
| Participation rate | 94.6% | 80.6%+14.1pp | 76.5%+18.1pp | 62.5%+32.1pp |
| Annual return | 28.36% | 17.60%+10.8pp | 24.52%+3.8pp | 36.46%-8.1pp |
| Employer contribution / active EE | $9,992 | $3,015+231.4% | $2,954+238.2% | $2,529+295.1% |
| Participant deferral / active EE | $0 | $5,233-100.0% | $5,098-100.0% | $3,835-100.0% |
| Admin fee / account holder | $0 | $465-100.0% | $12,098-100.0% | $1,002-100.0% |