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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,819 | $40,275-18.5% | $57,356-42.8% | $59,633-45.0% |
| Participation rate | 97.4% | 69.1%+28.3pp | 75.1%+22.4pp | 68.7%+28.8pp |
| Annual return | 4.72% | 27.52%-22.8pp | 24.41%-19.7pp | 2041.45%-2036.7pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,353 | $2,400+39.7% | $3,162+6.1% | $3,192+5.1% |
| Admin fee / account holder | $255 | $2,820-91.0% | $3,357-92.4% | $4,297-94.1% |