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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,023 | $89,093+67.3% | $102,434+45.5% | $77,736+91.7% |
| Participation rate | 95.0% | 80.9%+14.1pp | 76.5%+18.5pp | 70.6%+24.4pp |
| Annual return | 32.24% | 25.03%+7.2pp | 29.46%+2.8pp | 31.26%+1.0pp |
| Employer contribution / active EE | $7,484 | $2,699+177.3% | $3,023+147.6% | $2,728+174.4% |
| 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% |