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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,921 | $103,949-39.5% | $69,182-9.0% | $273,972-77.0% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 7.03% | 35.28%-28.2pp | -21.93%+29.0pp | 41.46%-34.4pp |
| Employer contribution / active EE | $3,680 | $1,783+106.4% | $1,206+205.0% | $4,869-24.4% |
| Participant deferral / active EE | $14,050 | $2,716+417.2% | $1,897+640.7% | $5,287+165.7% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |