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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,226 | $167,533-79.0% | $151,645-76.8% | $134,545-73.8% |
| Participation rate | 93.3% | 88.4%+5.0pp | 87.5%+5.8pp | 81.2%+12.1pp |
| Annual return | -3.35% | 7.81%-11.2pp | 3.34%-6.7pp | 418.37%-421.7pp |
| Employer contribution / active EE | $3,976 | $6,828-41.8% | $6,165-35.5% | $4,742-16.1% |
| Participant deferral / active EE | $4,827 | $8,985-46.3% | $8,363-42.3% | $6,401-24.6% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |