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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,877 | $140,578+8.7% | $100,671+51.9% | $125,389+21.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 2.28% | 24.67%-22.4pp | 20.43%-18.1pp | 282.24%-280.0pp |
| Employer contribution / active EE | $3,285 | $5,965-44.9% | $4,012-18.1% | $4,866-32.5% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |