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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,119 | $60,165-13.4% | $74,184-29.7% | $55,167-5.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 5.77% | 10.00%-4.2pp | 17.74%-12.0pp | 169.23%-163.5pp |
| Employer contribution / active EE | $5,806 | $1,600+263.0% | $2,370+145.0% | $1,963+195.9% |
| Participant deferral / active EE | $0 | $2,973-100.0% | $3,550-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $419-100.0% | $5,586-100.0% | $504-100.0% |