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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,682 | $76,551-22.0% | $123,894-51.8% | $62,881-5.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 16.07% | 18.68%-2.6pp | 47.52%-31.5pp | 20.14%-4.1pp |
| Employer contribution / active EE | $13,922 | $2,882+383.0% | $4,617+201.6% | $2,281+510.4% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |