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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,679 | $127,386-72.8% | $115,037-69.9% | $125,393-72.3% |
| Participation rate | 93.8% | 84.2%+9.6pp | 81.4%+12.4pp | 83.2%+10.6pp |
| Annual return | 0.61% | 31.28%-30.7pp | 26.14%-25.5pp | 282.23%-281.6pp |
| Employer contribution / active EE | $4,703 | $5,166-9.0% | $4,608+2.1% | $4,866-3.4% |
| Participant deferral / active EE | $7,601 | $6,423+18.3% | $6,026+26.1% | $5,351+42.0% |
| Admin fee / account holder | $82 | $9,516-99.1% | $8,175-99.0% | $9,541-99.1% |