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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,682 | $93,598-51.2% | $135,974-66.4% | $75,173-39.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.06% | 30.89%-10.8pp | 68.30%-48.2pp | 160.72%-140.7pp |
| Employer contribution / active EE | $4,332 | $3,538+22.4% | $4,859-10.8% | $2,671+62.2% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,978-100.0% | $10,767-100.0% | $5,651-100.0% |