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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,967 | $69,383-22.2% | $101,275-46.7% | $73,497-26.6% |
| Participation rate | 98.2% | 68.4%+29.8pp | 75.8%+22.4pp | 70.7%+27.5pp |
| Annual return | 16.55% | 18.46%-1.9pp | 46.48%-29.9pp | 28.51%-12.0pp |
| Employer contribution / active EE | $3,991 | $2,628+51.8% | $3,660+9.0% | $2,270+75.8% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,948-100.0% | $513-100.0% |