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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,538 | $126,661-55.4% | $113,397-50.1% | $138,895-59.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 17.55% | 25.05%-7.5pp | 23.20%-5.7pp | 145.39%-127.8pp |
| Employer contribution / active EE | $1,976 | $3,456-42.8% | $2,977-33.6% | $4,194-52.9% |
| Participant deferral / active EE | $5,333 | $5,693-6.3% | $5,076+5.1% | $6,396-16.6% |
| Admin fee / account holder | $0 | $14,549-100.0% | $11,957-100.0% | $12,562-100.0% |