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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,637 | $65,712-39.7% | $57,196-30.7% | $273,972-85.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 0.00% | 22.01%-22.0pp | 14.59%-14.6pp | 41.46%-41.5pp |
| Employer contribution / active EE | $9,281 | $3,280+183.0% | $2,683+245.9% | $4,869+90.6% |
| Participant deferral / active EE | $8,035 | $3,782+112.4% | $3,096+159.5% | $5,287+52.0% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |