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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,520 | $96,956-56.1% | $69,779-39.1% | $273,972-84.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 19.50% | 12.93%+6.6pp | 12.99%+6.5pp | 41.46%-22.0pp |
| Employer contribution / active EE | $3,893 | $3,316+17.4% | $2,338+66.5% | $4,869-20.0% |
| Participant deferral / active EE | $13,238 | $3,744+253.6% | $2,931+351.7% | $5,287+150.4% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |