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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,088 | $99,345+43.0% | $84,753+67.7% | $273,972-48.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.95% | 22.93%-13.0pp | 22.78%-12.8pp | 41.46%-31.5pp |
| Employer contribution / active EE | $5,000 | $4,214+18.7% | $3,574+39.9% | $4,869+2.7% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |