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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,513 | $91,439-64.4% | $135,974-76.1% | $71,511-54.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 17.45% | 29.90%-12.4pp | 68.30%-50.9pp | 28.86%-11.4pp |
| Employer contribution / active EE | $2,647 | $3,705-28.6% | $4,859-45.5% | $2,589+2.2% |
| Participant deferral / active EE | $0 | $7,093-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $14 | $1,267-98.9% | $10,767-99.9% | $1,588-99.1% |