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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,613 | $87,544-53.6% | $75,784-46.4% | $125,388-67.6% |
| Participation rate | 75.0% | 80.2%-5.2pp | 75.8%-0.8pp | 83.2%-8.2pp |
| Annual return | 0.00% | 13.49%-13.5pp | 9.68%-9.7pp | 282.24%-282.2pp |
| Employer contribution / active EE | $20,217 | $3,930+414.4% | $3,323+508.3% | $4,866+315.5% |
| Participant deferral / active EE | $10,269 | $4,229+142.8% | $3,652+181.2% | $5,352+91.9% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,300-100.0% | $9,541-100.0% |