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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,818 | $69,255-49.7% | $105,582-67.0% | $69,255-49.7% |
| Participation rate | 83.4% | 69.0%+14.3pp | 71.8%+11.6pp | 69.0%+14.3pp |
| Annual return | 28.72% | 26.73%+2.0pp | 18.61%+10.1pp | 26.73%+2.0pp |
| Employer contribution / active EE | $2,956 | $2,645+11.7% | $2,984-0.9% | $2,645+11.7% |
| Participant deferral / active EE | $0 | $2,890-100.0% | $4,353-100.0% | $2,890-100.0% |
| Admin fee / account holder | $0 | $733-100.0% | $12,856-100.0% | $733-100.0% |