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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,680 | $71,873-54.5% | $86,698-62.3% | $68,490-52.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 29.77% | 3.54%+26.2pp | 35.96%-6.2pp | -7.85%+37.6pp |
| Employer contribution / active EE | $3,755 | $2,173+72.8% | $2,837+32.4% | $2,597+44.6% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $13 | $6,110-99.8% | $7,492-99.8% | $5,403-99.8% |