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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,499 | $76,112-57.3% | $96,544-66.3% | $71,529-54.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 22.44% | 22.80%-0.4pp | 25.88%-3.4pp | 28.97%-6.5pp |
| Employer contribution / active EE | $2,945 | $2,248+31.0% | $2,966-0.7% | $2,590+13.7% |
| Participant deferral / active EE | $0 | $4,217-100.0% | $4,851-100.0% | $4,291-100.0% |
| Admin fee / account holder | $0 | $2,708-100.0% | $8,254-100.0% | $1,588-100.0% |