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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,032 | $45,050+22.2% | $63,018-12.7% | $70,126-21.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.48% | 18.76%-4.3pp | 87.62%-73.1pp | 73.15%-58.7pp |
| Employer contribution / active EE | $2,041 | $2,052-0.5% | $2,761-26.1% | $2,343-12.9% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $155 | $2,834-94.5% | $3,601-95.7% | $4,645-96.7% |