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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,583 | $69,541-20.1% | $59,899-7.2% | $135,380-58.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 17.80% | 7.95%+9.9pp | 3.46%+14.3pp | 519.81%-502.0pp |
| Employer contribution / active EE | $3,083 | $3,236-4.7% | $2,723+13.2% | $4,779-35.5% |
| Participant deferral / active EE | $3,436 | $4,206-18.3% | $3,402+1.0% | $5,609-38.7% |
| Admin fee / account holder | $0 | $5,737-100.0% | $3,592-100.0% | $10,828-100.0% |