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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,748 | $64,311-47.5% | $57,356-41.2% | $125,389-73.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 2.30% | 25.14%-22.8pp | 24.41%-22.1pp | 282.24%-279.9pp |
| Employer contribution / active EE | $4,047 | $3,193+26.8% | $2,689+50.5% | $4,866-16.8% |
| Participant deferral / active EE | $3,969 | $3,846+3.2% | $3,162+25.5% | $5,352-25.8% |
| Admin fee / account holder | $0 | $5,243-100.0% | $3,357-100.0% | $9,541-100.0% |