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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,818 | $37,422-7.0% | $92,985-62.6% | $64,728-46.2% |
| Participation rate | 83.4% | 40.1%+43.2pp | 69.5%+13.9pp | 57.9%+25.5pp |
| Annual return | 28.72% | 20.66%+8.1pp | 27.99%+0.7pp | 49.38%-20.7pp |
| Employer contribution / active EE | $2,956 | $1,156+155.7% | $2,662+11.0% | $2,243+31.8% |
| Participant deferral / active EE | $0 | $1,740-100.0% | $4,377-100.0% | $2,729-100.0% |
| Admin fee / account holder | $0 | $2,190-100.0% | $9,463-100.0% | $1,145-100.0% |