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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,889 | $88,324-57.1% | $115,038-67.1% | $55,191-31.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 81.4%+18.6pp | 69.2%+30.8pp |
| Annual return | 15.15% | 6.30%+8.9pp | 26.14%-11.0pp | 10.78%+4.4pp |
| Employer contribution / active EE | $2,883 | $2,805+2.8% | $4,608-37.4% | $1,899+51.8% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $105-100.0% | $8,175-100.0% | $91-100.0% |