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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,446 | $91,474-36.1% | $135,982-57.0% | $71,529-18.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 36.87% | 29.89%+7.0pp | 68.32%-31.5pp | 28.97%+7.9pp |
| Employer contribution / active EE | $4,451 | $3,705+20.1% | $4,859-8.4% | $2,590+71.9% |
| Participant deferral / active EE | $0 | $7,095-100.0% | $7,760-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |