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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,213 | $92,219-56.4% | $76,767-47.6% | $135,380-70.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 6.76% | 5.46%+1.3pp | 2.43%+4.3pp | 519.81%-513.1pp |
| Employer contribution / active EE | $13,003 | $3,216+304.3% | $2,485+423.2% | $4,779+172.1% |
| Participant deferral / active EE | $7,319 | $4,508+62.3% | $3,852+90.0% | $5,609+30.5% |
| Admin fee / account holder | $17 | $10,749-99.8% | $6,675-99.8% | $10,828-99.8% |