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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,428 | $83,436-39.6% | $146,866-65.7% | $83,436-39.6% |
| Participation rate | 97.1% | 73.2%+24.0pp | 82.5%+14.6pp | 73.2%+24.0pp |
| Annual return | 13.05% | 19.34%-6.3pp | 102.85%-89.8pp | 19.34%-6.3pp |
| Employer contribution / active EE | $5,234 | $4,072+28.6% | $4,425+18.3% | $4,072+28.6% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $7,759-100.0% | $3,411-100.0% |
| Admin fee / account holder | $0 | $265-100.0% | $13,620-100.0% | $265-100.0% |