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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,243 | $93,131-57.9% | $106,555-63.2% | $86,821-54.8% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.1%+23.9pp | 72.3%+27.7pp |
| Annual return | 37.94% | 19.45%+18.5pp | 26.80%+11.1pp | 97.94%-60.0pp |
| Employer contribution / active EE | $1,974 | $2,895-31.8% | $2,819-30.0% | $2,406-18.0% |
| Participant deferral / active EE | $0 | $4,708-100.0% | $4,399-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $7,408-100.0% | $170-100.0% |