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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,299 | $76,834-38.4% | $108,359-56.3% | $87,485-45.9% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 24.81% | 19.09%+5.7pp | 36.89%-12.1pp | 26.06%-1.3pp |
| Employer contribution / active EE | $3,191 | $1,556+105.1% | $2,399+33.0% | $2,596+22.9% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $6,537-100.0% | $9,741-100.0% | $7,775-100.0% |