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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,894 | $105,623-63.2% | $87,502-55.6% | $273,972-85.8% |
| Participation rate | 95.0% | 78.2%+16.8pp | 73.8%+21.2pp | 83.0%+12.0pp |
| Annual return | 8.15% | 12.26%-4.1pp | 12.21%-4.1pp | 41.46%-33.3pp |
| Employer contribution / active EE | $3,106 | $3,141-1.1% | $2,550+21.8% | $4,869-36.2% |
| Participant deferral / active EE | $3,860 | $3,601+7.2% | $3,149+22.6% | $5,287-27.0% |
| Admin fee / account holder | $7 | $4,781-99.9% | $4,221-99.8% | $10,133-99.9% |