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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,052 | $93,131-55.9% | $106,554-61.5% | $86,821-52.7% |
| Participation rate | 98.4% | 81.4%+17.0pp | 76.1%+22.3pp | 72.3%+26.2pp |
| Annual return | 13.60% | 19.45%-5.9pp | 26.80%-13.2pp | 97.94%-84.3pp |
| Employer contribution / active EE | $3,254 | $2,895+12.4% | $2,819+15.4% | $2,406+35.2% |
| Participant deferral / active EE | $0 | $4,708-100.0% | $4,398-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $7,408-100.0% | $170-100.0% |