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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,456 | $77,094-38.4% | $173,703-72.7% | $69,733-31.9% |
| Participation rate | 98.1% | 55.7%+42.4pp | 75.9%+22.2pp | 62.5%+35.6pp |
| Annual return | 10.35% | 11.44%-1.1pp | 17.46%-7.1pp | 15.22%-4.9pp |
| Employer contribution / active EE | $2,649 | $1,704+55.5% | $4,288-38.2% | $2,250+17.7% |
| Participant deferral / active EE | $0 | $2,355-100.0% | $4,854-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $2,291-100.0% | $15,562-100.0% | $3,102-100.0% |