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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,785 | $63,114-19.5% | $92,915-45.3% | $65,186-22.1% |
| Participation rate | 99.0% | 68.8%+30.3pp | 76.0%+23.0pp | 70.2%+28.8pp |
| Annual return | 20.98% | 28.75%-7.8pp | 109.45%-88.5pp | 29.39%-8.4pp |
| Employer contribution / active EE | $5,733 | $2,571+123.0% | $3,653+56.9% | $2,177+163.4% |
| Participant deferral / active EE | $0 | $3,108-100.0% | $4,238-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $624-100.0% | $5,796-100.0% | $847-100.0% |