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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,834 | $111,814-61.7% | $103,378-58.6% | $145,978-70.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 21.79% | 24.80%-3.0pp | 24.91%-3.1pp | 550.52%-528.7pp |
| Employer contribution / active EE | $3,503 | $4,215-16.9% | $3,870-9.5% | $4,662-24.9% |
| Participant deferral / active EE | $12,785 | $5,618+127.6% | $5,058+152.8% | $6,690+91.1% |
| Admin fee / account holder | $0 | $9,764-100.0% | $8,401-100.0% | $13,400-100.0% |