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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,446 | $91,417-36.1% | $135,925-57.0% | $71,476-18.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 81.9%+18.1pp | 67.9%+32.1pp |
| Annual return | 36.87% | 29.90%+7.0pp | 68.25%-31.4pp | 28.85%+8.0pp |
| Employer contribution / active EE | $4,451 | $3,704+20.2% | $4,857-8.4% | $2,589+71.9% |
| Participant deferral / active EE | $0 | $7,093-100.0% | $7,759-100.0% | $4,290-100.0% |
| Admin fee / account holder | $0 | $1,266-100.0% | $10,764-100.0% | $1,587-100.0% |