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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,020 | $96,956+37.2% | $69,779+90.6% | $273,972-51.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 2.97% | 12.93%-10.0pp | 12.99%-10.0pp | 41.46%-38.5pp |
| Employer contribution / active EE | $5,000 | $3,316+50.8% | $2,338+113.8% | $4,869+2.7% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $2,931-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |