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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,961 | $69,137-26.3% | $182,153-72.0% | $94,015-45.8% |
| Participation rate | 100.0% | 59.6%+40.4pp | 65.7%+34.3pp | 70.8%+29.2pp |
| Annual return | 12.25% | 21.34%-9.1pp | 35.04%-22.8pp | 17.84%-5.6pp |
| Employer contribution / active EE | $2,941 | $2,152+36.7% | $2,593+13.4% | $2,790+5.4% |
| Participant deferral / active EE | $0 | $2,665-100.0% | $3,776-100.0% | $4,249-100.0% |
| Admin fee / account holder | $0 | $11,615-100.0% | $9,477-100.0% | $8,951-100.0% |