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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,699 | $110,212-64.9% | $96,534-59.9% | $139,466-72.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 16.62% | 26.42%-9.8pp | 25.88%-9.3pp | 373.66%-357.0pp |
| Employer contribution / active EE | $3,821 | $3,620+5.6% | $2,965+28.9% | $4,754-19.6% |
| Participant deferral / active EE | $8,063 | $5,547+45.3% | $4,851+66.2% | $6,712+20.1% |
| Admin fee / account holder | $0 | $11,599-100.0% | $8,253-100.0% | $11,409-100.0% |