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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,487 | $79,944-24.3% | $98,441-38.6% | $75,173-19.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 31.39% | 19.75%+11.6pp | 21.16%+10.2pp | 160.65%-129.3pp |
| Employer contribution / active EE | $9,164 | $2,264+304.8% | $3,048+200.6% | $2,670+243.2% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,840-100.0% | $8,960-100.0% | $5,651-100.0% |