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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,547 | $48,078+7.2% | $78,675-34.5% | $62,881-18.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 8.22% | 31.36%-23.1pp | 62.19%-54.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $5,033 | $2,015+149.9% | $2,850+76.6% | $2,281+120.7% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $181 | $3,206-94.4% | $4,510-96.0% | $4,296-95.8% |