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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,629 | $65,712-0.1% | $57,196+14.7% | $273,972-76.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 13.44% | 22.01%-8.6pp | 14.59%-1.2pp | 41.46%-28.0pp |
| Employer contribution / active EE | $9,563 | $3,280+191.6% | $2,683+256.4% | $4,869+96.4% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |