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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,215 | $70,667-21.9% | $123,105-55.1% | $52,331+5.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 5.92% | 6.23%-0.3pp | 13.22%-7.3pp | 4.54%+1.4pp |
| Employer contribution / active EE | $3,166 | $2,946+7.5% | $5,151-38.5% | $1,882+68.2% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,229-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $506-100.0% | $9,014-100.0% | $592-100.0% |