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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,005 | $96,956-56.7% | $69,779-39.8% | $273,972-84.7% |
| Participation rate | 93.8% | 77.1%+16.7pp | 71.8%+21.9pp | 83.0%+10.7pp |
| Annual return | 8.26% | 12.93%-4.7pp | 12.99%-4.7pp | 41.46%-33.2pp |
| Employer contribution / active EE | $4,035 | $3,316+21.7% | $2,338+72.5% | $4,869-17.1% |
| Participant deferral / active EE | $7,522 | $3,744+100.9% | $2,931+156.7% | $5,287+42.3% |
| Admin fee / account holder | $4 | $7,934-100.0% | $4,381-99.9% | $10,133-100.0% |