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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,587 | $59,220-19.6% | $96,570-50.7% | $79,391-40.1% |
| Participation rate | 97.1% | 61.9%+35.2pp | 69.8%+27.3pp | 70.7%+26.4pp |
| Annual return | 48.03% | 27.08%+21.0pp | 37.79%+10.2pp | 116.88%-68.8pp |
| Employer contribution / active EE | $2,644 | $1,216+117.4% | $2,357+12.2% | $2,428+8.9% |
| Participant deferral / active EE | $0 | $2,948-100.0% | $3,849-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $659-100.0% | $6,182-100.0% | $627-100.0% |