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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,662 | $162,967-75.0% | $135,792-70.1% | $138,895-70.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 25.61% | 30.08%-4.5pp | 25.96%-0.3pp | 145.39%-119.8pp |
| Employer contribution / active EE | $3,726 | $4,211-11.5% | $3,496+6.6% | $4,194-11.2% |
| Participant deferral / active EE | $0 | $5,640-100.0% | $4,759-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $15,306-100.0% | $12,266-100.0% | $12,562-100.0% |