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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,920 | $53,162+39.0% | $91,227-19.0% | $68,490+7.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | 29.59% | -3.14%+32.7pp | 114.14%-84.5pp | -7.85%+37.4pp |
| Employer contribution / active EE | $9,558 | $1,709+459.2% | $2,851+235.2% | $2,597+268.1% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,234-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $4,493-100.0% | $5,423-100.0% | $5,403-100.0% |