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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,817 | $81,504-41.3% | $102,437-53.3% | $80,959-40.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 17.05% | 25.60%-8.5pp | 24.95%-7.9pp | 35.67%-18.6pp |
| Employer contribution / active EE | $5,387 | $3,104+73.6% | $3,871+39.2% | $2,757+95.4% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $289 | $6,719-95.7% | $8,388-96.6% | $6,925-95.8% |