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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,770 | $107,378-63.9% | $108,582-64.3% | $57,658-32.8% |
| Participation rate | 97.3% | 77.1%+20.2pp | 79.6%+17.8pp | 70.2%+27.1pp |
| Annual return | 15.65% | 12.80%+2.9pp | -51.70%+67.3pp | 5.13%+10.5pp |
| Employer contribution / active EE | $3,821 | $1,782+114.4% | $3,758+1.7% | $1,974+93.6% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,311-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $108-100.0% | $7,645-100.0% | $95-100.0% |