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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,931 | $105,623+31.5% | $87,502+58.8% | $273,972-49.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 13.93% | 12.26%+1.7pp | 12.21%+1.7pp | 41.46%-27.5pp |
| Employer contribution / active EE | $5,000 | $3,141+59.2% | $2,550+96.1% | $4,869+2.7% |
| 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% |