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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,196 | $103,957-43.1% | $69,182-14.4% | $273,968-78.4% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 14.12% | 35.28%-21.2pp | -21.94%+36.1pp | 41.45%-27.3pp |
| Employer contribution / active EE | $6,406 | $1,781+259.7% | $1,205+431.6% | $4,869+31.6% |
| Participant deferral / active EE | $9,466 | $2,716+248.6% | $1,896+399.1% | $5,287+79.0% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |