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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,701 | $86,940-60.1% | $102,434-66.1% | $80,935-57.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 14.35% | 18.89%-4.5pp | 29.46%-15.1pp | 35.66%-21.3pp |
| Employer contribution / active EE | $2,954 | $2,370+24.6% | $3,023-2.3% | $2,757+7.1% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $57 | $8,047-99.3% | $9,462-99.4% | $6,924-99.2% |