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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,817 | $81,476-41.3% | $102,383-53.3% | $80,925-40.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 17.05% | 25.59%-8.5pp | 24.94%-7.9pp | 35.65%-18.6pp |
| Employer contribution / active EE | $5,387 | $3,105+73.5% | $3,870+39.2% | $2,756+95.5% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $289 | $6,717-95.7% | $8,391-96.6% | $6,940-95.8% |