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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,814 | $93,182-44.4% | $146,647-64.7% | $79,389-34.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 24.10% | 21.61%+2.5pp | 22.75%+1.4pp | 116.89%-92.8pp |
| Employer contribution / active EE | $6,507 | $2,420+168.9% | $4,137+57.3% | $2,428+168.0% |
| Participant deferral / active EE | $0 | $4,169-100.0% | $5,506-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $585-100.0% | $10,281-100.0% | $626-100.0% |