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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,269 | $113,941-50.6% | $94,229-40.3% | $125,389-55.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 3.05% | 5.29%-2.2pp | 10.68%-7.6pp | 282.24%-279.2pp |
| Employer contribution / active EE | $13,571 | $4,727+187.1% | $3,587+278.4% | $4,866+178.9% |
| Participant deferral / active EE | $38,130 | $5,179+636.3% | $4,320+782.6% | $5,352+612.5% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |