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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,476 | $95,438-58.6% | $135,982-71.0% | $74,473-47.0% |
| Participation rate | 98.9% | 78.2%+20.7pp | 81.9%+17.0pp | 70.7%+28.2pp |
| Annual return | 25.93% | 32.61%-6.7pp | 68.32%-42.4pp | 34.36%-8.4pp |
| Employer contribution / active EE | $15,713 | $3,878+305.2% | $4,859+223.4% | $2,638+495.5% |
| Participant deferral / active EE | $0 | $7,790-100.0% | $7,760-100.0% | $4,530-100.0% |
| Admin fee / account holder | $4 | $259-98.3% | $10,767-100.0% | $347-98.7% |