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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,461 | $112,729-69.4% | $98,716-65.1% | $137,256-74.9% |
| Participation rate | 91.7% | 74.2%+17.4pp | 69.3%+22.4pp | 80.0%+11.7pp |
| Annual return | 10.09% | 38.48%-28.4pp | 31.81%-21.7pp | 220.34%-210.3pp |
| Employer contribution / active EE | $11,279 | $2,725+313.9% | $2,279+395.0% | $4,156+171.4% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $154 | $10,129-98.5% | $8,703-98.2% | $12,270-98.7% |