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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,435 | $50,464-37.7% | $75,784-58.5% | $52,331-39.9% |
| Participation rate | 91.2% | 66.8%+24.5pp | 75.8%+15.4pp | 68.1%+23.1pp |
| Annual return | 17.92% | 1.03%+16.9pp | 9.68%+8.2pp | 4.54%+13.4pp |
| Employer contribution / active EE | $4,474 | $1,988+125.0% | $3,323+34.6% | $1,882+137.7% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,652-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,300-100.0% | $592-100.0% |