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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,103 | $140,578-13.9% | $100,671+20.3% | $125,389-3.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 1.93% | 24.67%-22.7pp | 20.43%-18.5pp | 282.24%-280.3pp |
| Employer contribution / active EE | $3,480 | $5,965-41.7% | $4,012-13.3% | $4,866-28.5% |
| Participant deferral / active EE | $21,000 | $3,981+427.5% | $3,144+568.0% | $5,352+292.4% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |