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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,558 | $77,677-61.9% | $109,188-72.9% | $79,389-62.8% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 12.74% | 23.44%-10.7pp | 25.76%-13.0pp | 116.89%-104.2pp |
| Employer contribution / active EE | $8,781 | $2,798+213.8% | $3,723+135.8% | $2,428+261.7% |
| Participant deferral / active EE | $0 | $3,517-100.0% | $4,654-100.0% | $4,046-100.0% |
| Admin fee / account holder | $29 | $732-96.0% | $6,755-99.6% | $626-95.4% |