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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,662 | $161,352-74.8% | $134,172-69.7% | $137,256-70.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 25.61% | 28.72%-3.1pp | 25.30%+0.3pp | 220.34%-194.7pp |
| Employer contribution / active EE | $3,726 | $4,099-9.1% | $3,420+8.9% | $4,156-10.3% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |