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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,218 | $76,551-59.2% | $123,894-74.8% | $62,881-50.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 15.54% | 18.68%-3.1pp | 47.52%-32.0pp | 20.14%-4.6pp |
| Employer contribution / active EE | $3,396 | $2,882+17.8% | $4,617-26.4% | $2,281+48.9% |
| Participant deferral / active EE | $11,587 | $4,840+139.4% | $5,984+93.6% | $3,203+261.7% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |