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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,834 | $74,024-35.4% | $78,002-38.7% | $57,658-17.0% |
| Participation rate | 99.7% | 79.7%+20.0pp | 75.5%+24.2pp | 70.2%+29.5pp |
| Annual return | 6.81% | 12.14%-5.3pp | 425.99%-419.2pp | 5.13%+1.7pp |
| Employer contribution / active EE | $5,464 | $2,365+131.0% | $2,470+121.2% | $1,974+176.9% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,497-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $93-100.0% | $5,481-100.0% | $95-100.0% |