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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,527 | $99,032-51.0% | $80,022-39.4% | $135,379-64.2% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | 2.75% | 15.39%-12.6pp | 11.22%-8.5pp | 519.79%-517.0pp |
| Employer contribution / active EE | $5,084 | $3,043+67.0% | $2,468+106.0% | $4,779+6.4% |
| Participant deferral / active EE | $4,948 | $4,282+15.6% | $3,686+34.2% | $5,609-11.8% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |