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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,256 | $69,383-26.1% | $101,275-49.4% | $73,497-30.3% |
| Participation rate | 98.4% | 68.4%+30.0pp | 75.8%+22.5pp | 70.7%+27.7pp |
| Annual return | 27.46% | 18.46%+9.0pp | 46.48%-19.0pp | 28.51%-1.1pp |
| Employer contribution / active EE | $6,047 | $2,628+130.1% | $3,660+65.2% | $2,270+166.4% |
| 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% |