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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,169 | $65,712-22.1% | $57,196-10.5% | $273,972-81.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 3.77% | 22.01%-18.2pp | 14.59%-10.8pp | 41.46%-37.7pp |
| Employer contribution / active EE | $4,797 | $3,280+46.2% | $2,683+78.8% | $4,869-1.5% |
| Participant deferral / active EE | $12,840 | $3,782+239.5% | $3,096+314.7% | $5,287+142.8% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |