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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,423 | $71,802-34.0% | $133,975-64.6% | $57,658-17.8% |
| Participation rate | 98.9% | 85.5%+13.4pp | 87.1%+11.9pp | 70.2%+28.7pp |
| Annual return | 10.51% | 13.51%-3.0pp | 29.29%-18.8pp | 5.13%+5.4pp |
| Employer contribution / active EE | $6,414 | $3,161+102.9% | $5,211+23.1% | $1,974+224.9% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $1 | $88-99.4% | $9,324-100.0% | $95-99.4% |