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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,838 | $153,311-66.8% | $109,313-53.5% | $273,972-81.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 5.76% | 29.86%-24.1pp | 22.07%-16.3pp | 41.46%-35.7pp |
| Employer contribution / active EE | $4,329 | $5,619-23.0% | $3,892+11.2% | $4,869-11.1% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |