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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,817 | $106,115+16.7% | $85,969+44.0% | $125,389-1.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | 5.58% | 13.93%-8.3pp | 9.32%-3.7pp | 282.24%-276.7pp |
| Employer contribution / active EE | $3,330 | $4,537-26.6% | $3,474-4.2% | $4,866-31.6% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,541-100.0% |