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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,448 | $69,541-33.2% | $59,899-22.5% | $135,380-65.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 8.44% | 7.95%+0.5pp | 3.46%+5.0pp | 519.81%-511.4pp |
| Employer contribution / active EE | $7,332 | $3,236+126.6% | $2,723+169.3% | $4,779+53.4% |
| Participant deferral / active EE | $0 | $4,206-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $44 | $5,737-99.2% | $3,592-98.8% | $10,828-99.6% |