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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,674 | $88,324-37.0% | $115,038-51.6% | $55,191+0.9% |
| Participation rate | 100.0% | 72.5%+27.5pp | 81.4%+18.6pp | 69.2%+30.8pp |
| Annual return | 5.95% | 6.30%-0.3pp | 26.14%-20.2pp | 10.78%-4.8pp |
| Employer contribution / active EE | $5,167 | $2,805+84.2% | $4,608+12.1% | $1,899+172.1% |
| Participant deferral / active EE | $0 | $5,042-100.0% | $6,026-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $105-99.8% | $8,175-100.0% | $91-99.8% |