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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,562 | $113,941-63.5% | $94,229-55.9% | $125,389-66.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 4.49% | 5.29%-0.8pp | 10.68%-6.2pp | 282.24%-277.8pp |
| Employer contribution / active EE | $10,447 | $4,727+121.0% | $3,587+191.3% | $4,866+114.7% |
| Participant deferral / active EE | $4,400 | $5,179-15.0% | $4,320+1.8% | $5,352-17.8% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |