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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,082 | $62,324-43.7% | $68,509-48.8% | $55,191-36.4% |
| Participation rate | 99.7% | 78.9%+20.8pp | 74.7%+25.0pp | 69.2%+30.5pp |
| Annual return | 11.06% | 4.26%+6.8pp | 8.27%+2.8pp | 10.78%+0.3pp |
| Employer contribution / active EE | $2,035 | $2,223-8.4% | $2,278-10.6% | $1,899+7.2% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $3,382-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $91-99.8% | $5,275-100.0% | $91-99.8% |