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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,428 | $161,888-68.9% | $147,318-65.8% | $100,573-49.9% |
| Participation rate | 97.1% | 78.1%+19.0pp | 82.1%+15.1pp | 70.9%+26.2pp |
| Annual return | 13.05% | 22.84%-9.8pp | 70.43%-57.4pp | 18.89%-5.8pp |
| Employer contribution / active EE | $5,234 | $5,949-12.0% | $4,593+14.0% | $3,763+39.1% |
| Participant deferral / active EE | $0 | $9,384-100.0% | $7,906-100.0% | $4,921-100.0% |
| Admin fee / account holder | $0 | $198-100.0% | $13,708-100.0% | $454-100.0% |