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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,691 | $73,638-17.6% | $95,960-36.8% | $73,493-17.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 23.22% | 16.78%+6.4pp | 91.63%-68.4pp | 28.51%-5.3pp |
| Employer contribution / active EE | $5,263 | $1,863+182.5% | $2,541+107.1% | $2,270+131.8% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $21 | $482-95.7% | $6,797-99.7% | $513-95.9% |