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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,654 | $71,872-44.8% | $86,691-54.3% | $68,495-42.1% |
| Participation rate | 98.8% | 72.2%+26.5pp | 76.6%+22.2pp | 67.9%+30.9pp |
| Annual return | 18.97% | 3.53%+15.4pp | 35.94%-17.0pp | -7.84%+26.8pp |
| Employer contribution / active EE | $3,349 | $2,173+54.1% | $2,837+18.0% | $2,596+29.0% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $6,112-100.0% | $7,492-100.0% | $5,403-100.0% |