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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,014 | $90,486-48.0% | $78,676-40.2% | $273,972-82.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.97% | 75.62%-72.7pp | 62.19%-59.2pp | 41.46%-38.5pp |
| Employer contribution / active EE | $5,156 | $3,175+62.4% | $2,850+80.9% | $4,869+5.9% |
| Participant deferral / active EE | $10,210 | $3,901+161.7% | $3,517+190.3% | $5,287+93.1% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |