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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,935 | $60,349-38.8% | $74,184-50.2% | $62,881-41.3% |
| Participation rate | 89.3% | 72.7%+16.6pp | 76.6%+12.7pp | 69.3%+20.0pp |
| Annual return | 0.00% | 21.38%-21.4pp | 17.74%-17.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,145 | $1,680+27.6% | $2,370-9.5% | $2,281-6.0% |
| Participant deferral / active EE | $4,815 | $2,856+68.6% | $3,550+35.6% | $3,203+50.3% |
| Admin fee / account holder | $235 | $4,261-94.5% | $5,586-95.8% | $4,296-94.5% |