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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,424 | $77,677-19.6% | $109,188-42.8% | $79,389-21.4% |
| Participation rate | 97.3% | 67.8%+29.5pp | 75.9%+21.5pp | 70.7%+26.6pp |
| Annual return | 13.13% | 23.44%-10.3pp | 25.76%-12.6pp | 116.89%-103.8pp |
| Employer contribution / active EE | $10,401 | $2,798+271.7% | $3,723+179.4% | $2,428+328.4% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,755-100.0% | $626-100.0% |