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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,517 | $95,188-59.5% | $76,518-49.7% | $135,380-71.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 6.71% | 4.85%+1.9pp | -0.27%+7.0pp | 519.81%-513.1pp |
| Employer contribution / active EE | $3,559 | $3,303+7.8% | $2,647+34.5% | $4,779-25.5% |
| Participant deferral / active EE | $20,033 | $4,640+331.8% | $3,836+422.3% | $5,609+257.2% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |