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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,258 | $73,988-22.6% | $96,538-40.7% | $75,177-23.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 30.82% | 26.73%+4.1pp | 35.74%-4.9pp | 160.75%-129.9pp |
| Employer contribution / active EE | $10,219 | $2,930+248.7% | $3,740+173.2% | $2,671+282.6% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $229 | $5,220-95.6% | $6,737-96.6% | $5,651-95.9% |