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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,597 | $77,817-55.5% | $123,553-72.0% | $64,173-46.1% |
| Participation rate | 98.9% | 74.7%+24.2pp | 82.3%+16.6pp | 69.6%+29.3pp |
| Annual return | 7.30% | 12.49%-5.2pp | 119.21%-111.9pp | 7.63%-0.3pp |
| Employer contribution / active EE | $8,435 | $3,014+179.9% | $4,628+82.3% | $2,381+254.3% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,887-100.0% |