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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,426 | $45,082-3.7% | $69,464-37.5% | $72,975-40.5% |
| Participation rate | 94.9% | 68.5%+26.4pp | 74.6%+20.3pp | 69.5%+25.4pp |
| Annual return | 17.78% | 22.66%-4.9pp | 28.98%-11.2pp | 81.01%-63.2pp |
| Employer contribution / active EE | $7,725 | $2,055+275.8% | $2,779+178.0% | $2,440+216.6% |
| Participant deferral / active EE | $1,475 | $2,604-43.4% | $3,536-58.3% | $3,608-59.1% |
| Admin fee / account holder | $12 | $3,057-99.6% | $3,840-99.7% | $5,124-99.8% |