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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,443 | $103,949-46.7% | $69,182-19.9% | $273,972-79.8% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 4.83% | 35.28%-30.5pp | -21.93%+26.8pp | 41.46%-36.6pp |
| Employer contribution / active EE | $5,026 | $1,783+181.9% | $1,206+316.6% | $4,869+3.2% |
| Participant deferral / active EE | $2,667 | $2,716-1.8% | $1,897+40.6% | $5,287-49.6% |
| Admin fee / account holder | $282 | $3,671-92.3% | $2,697-89.5% | $10,133-97.2% |