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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,977 | $65,378-3.7% | $87,103-27.7% | $65,186-3.4% |
| Participation rate | 100.0% | 75.3%+24.7pp | 76.9%+23.1pp | 70.2%+29.8pp |
| Annual return | 35.85% | 31.28%+4.6pp | 28.19%+7.7pp | 29.39%+6.5pp |
| Employer contribution / active EE | $17,294 | $1,823+848.8% | $2,521+585.9% | $2,177+694.5% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $520-100.0% | $7,491-100.0% | $847-100.0% |