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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,506 | $68,413-45.2% | $123,105-69.5% | $55,191-32.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 86.8%+13.2pp | 69.2%+30.8pp |
| Annual return | 12.34% | 6.30%+6.0pp | 13.22%-0.9pp | 10.78%+1.6pp |
| Employer contribution / active EE | $3,366 | $3,050+10.4% | $5,151-34.6% | $1,899+77.3% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,229-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,014-100.0% | $91-100.0% |