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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,612 | $62,583-15.9% | $76,767-31.5% | $64,173-18.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 31.30% | -1.95%+33.2pp | 2.43%+28.9pp | 7.63%+23.7pp |
| Employer contribution / active EE | $2,056 | $1,832+12.2% | $2,485-17.3% | $2,381-13.6% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,887-100.0% |