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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,469 | $77,817-31.3% | $123,553-56.7% | $64,173-16.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 3.53% | 12.49%-9.0pp | 119.21%-115.7pp | 7.63%-4.1pp |
| Employer contribution / active EE | $6,098 | $3,014+102.3% | $4,628+31.8% | $2,381+156.1% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,887-100.0% |