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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,198 | $36,916-34.5% | $156,551-84.5% | $57,658-58.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 84.0%+16.0pp | 70.2%+29.8pp |
| Annual return | 24.45% | 12.38%+12.1pp | 32.23%-7.8pp | 5.13%+19.3pp |
| Employer contribution / active EE | $5,584 | $1,571+255.6% | $5,501+1.5% | $1,974+182.9% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $5 | $82-93.9% | $13,028-100.0% | $95-94.7% |