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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,007 | $140,578-72.3% | $100,671-61.3% | $125,389-68.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 0.32% | 24.67%-24.4pp | 20.43%-20.1pp | 282.24%-281.9pp |
| Employer contribution / active EE | $9,792 | $5,965+64.1% | $4,012+144.0% | $4,866+101.2% |
| Participant deferral / active EE | $4,429 | $3,981+11.2% | $3,144+40.9% | $5,352-17.2% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |