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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,849 | $88,583-59.5% | $88,497-59.5% | $273,972-86.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 10.94% | 5.68%+5.3pp | 7.63%+3.3pp | 41.46%-30.5pp |
| Employer contribution / active EE | $3,321 | $4,502-26.2% | $4,036-17.7% | $4,869-31.8% |
| Participant deferral / active EE | $4,555 | $4,891-6.9% | $4,899-7.0% | $5,287-13.8% |
| Admin fee / account holder | $8 | $8,980-99.9% | $6,220-99.9% | $10,133-99.9% |