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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,742 | $63,809-39.3% | $81,353-52.4% | $80,935-52.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 27.89% | 16.37%+11.5pp | 24.82%+3.1pp | 35.66%-7.8pp |
| Employer contribution / active EE | $4,055 | $1,981+104.7% | $2,464+64.6% | $2,757+47.1% |
| Participant deferral / active EE | $7,408 | $3,093+139.5% | $3,885+90.7% | $4,299+72.3% |
| Admin fee / account holder | $233 | $5,686-95.9% | $5,766-96.0% | $6,924-96.6% |