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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,027 | $56,287-7.6% | $80,977-35.8% | $62,881-17.3% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 12.19% | 22.13%-9.9pp | 17.11%-4.9pp | 20.14%-8.0pp |
| Employer contribution / active EE | $9,625 | $1,943+395.4% | $3,715+159.1% | $2,281+322.0% |
| Participant deferral / active EE | $5,021 | $4,196+19.7% | $5,696-11.8% | $3,203+56.8% |
| Admin fee / account holder | $0 | $3,742-100.0% | $5,517-100.0% | $4,296-100.0% |