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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,415 | $88,874-66.9% | $123,553-76.2% | $75,289-60.9% |
| Participation rate | 99.6% | 75.9%+23.7pp | 82.3%+17.3pp | 72.4%+27.2pp |
| Annual return | 5.72% | 4.22%+1.5pp | 119.21%-113.5pp | -0.04%+5.8pp |
| Employer contribution / active EE | $3,624 | $3,256+11.3% | $4,628-21.7% | $2,405+50.7% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $6,426-100.0% | $3,739-100.0% |
| Admin fee / account holder | $13 | $95-86.5% | $9,284-99.9% | $102-87.5% |