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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,299 | $93,131-33.1% | $106,554-41.5% | $86,821-28.2% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.1%+23.9pp | 72.3%+27.7pp |
| Annual return | 14.19% | 19.45%-5.3pp | 26.80%-12.6pp | 97.94%-83.8pp |
| Employer contribution / active EE | $1,933 | $2,895-33.2% | $2,819-31.4% | $2,406-19.6% |
| Participant deferral / active EE | $0 | $4,708-100.0% | $4,398-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $7,408-100.0% | $170-100.0% |