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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,382 | $89,067+78.9% | $102,423+55.6% | $77,714+105.1% |
| Participation rate | 99.8% | 80.9%+18.9pp | 76.5%+23.3pp | 70.6%+29.3pp |
| Annual return | 26.72% | 25.01%+1.7pp | 29.42%-2.7pp | 31.26%-4.5pp |
| Employer contribution / active EE | $4,064 | $2,699+50.6% | $3,023+34.4% | $2,727+49.0% |
| Participant deferral / active EE | $0 | $5,147-100.0% | $5,054-100.0% | $4,649-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,455-100.0% | $433-100.0% |