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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,979 | $83,090-39.9% | $130,062-61.6% | $71,529-30.1% |
| Participation rate | 96.5% | 74.1%+22.3pp | 78.5%+17.9pp | 67.9%+28.5pp |
| Annual return | 27.26% | 20.61%+6.7pp | -137.37%+164.6pp | 28.97%-1.7pp |
| Employer contribution / active EE | $5,304 | $2,624+102.2% | $4,322+22.7% | $2,590+104.8% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $5,821-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $1,727-100.0% | $10,601-100.0% | $1,588-100.0% |