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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,382 | $89,123+78.8% | $102,460+55.6% | $77,762+105.0% |
| Participation rate | 99.8% | 80.9%+18.9pp | 76.5%+23.3pp | 70.6%+29.3pp |
| Annual return | 26.72% | 25.05%+1.7pp | 29.47%-2.7pp | 31.27%-4.5pp |
| Employer contribution / active EE | $4,064 | $2,700+50.5% | $3,025+34.3% | $2,728+49.0% |
| Participant deferral / active EE | $0 | $5,148-100.0% | $5,056-100.0% | $4,651-100.0% |
| Admin fee / account holder | $0 | $236-100.0% | $9,460-100.0% | $433-100.0% |