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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,301 | $46,297-28.1% | $71,671-53.5% | $62,293-46.5% |
| Participation rate | 100.0% | 60.6%+39.4pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 15.78% | 22.32%-6.5pp | 20.65%-4.9pp | 28.90%-13.1pp |
| Employer contribution / active EE | $5,548 | $1,412+293.0% | $2,460+125.5% | $2,042+171.7% |
| Participant deferral / active EE | $0 | $2,235-100.0% | $3,438-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $461-100.0% | $5,558-100.0% | $479-100.0% |