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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,129 | $64,311+91.5% | $57,356+114.7% | $125,389-1.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 3.01% | 25.14%-22.1pp | 24.41%-21.4pp | 282.24%-279.2pp |
| Employer contribution / active EE | $1,888 | $3,193-40.9% | $2,689-29.8% | $4,866-61.2% |
| Participant deferral / active EE | $1,888 | $3,846-50.9% | $3,162-40.3% | $5,352-64.7% |
| Admin fee / account holder | $0 | $5,243-100.0% | $3,357-100.0% | $9,541-100.0% |