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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,701 | $86,938-60.1% | $102,423-66.1% | $80,925-57.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 14.35% | 18.89%-4.5pp | 29.42%-15.1pp | 35.65%-21.3pp |
| Employer contribution / active EE | $2,954 | $2,369+24.7% | $3,023-2.3% | $2,756+7.2% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $57 | $8,053-99.3% | $9,455-99.4% | $6,940-99.2% |