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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,931 | $105,623+13.5% | $87,502+37.1% | $273,972-56.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 2.04% | 12.26%-10.2pp | 12.21%-10.2pp | 41.46%-39.4pp |
| Employer contribution / active EE | $2,750 | $3,141-12.4% | $2,550+7.9% | $4,869-43.5% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |