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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,813 | $66,764-37.4% | $88,497-52.8% | $62,881-33.5% |
| Participation rate | 97.5% | 77.3%+20.2pp | 82.4%+15.1pp | 69.3%+28.2pp |
| Annual return | 0.00% | 10.37%-10.4pp | 7.63%-7.6pp | 20.14%-20.1pp |
| Employer contribution / active EE | $4,666 | $3,077+51.6% | $4,036+15.6% | $2,281+104.6% |
| Participant deferral / active EE | $6,918 | $3,976+74.0% | $4,899+41.2% | $3,203+116.0% |
| Admin fee / account holder | $278 | $4,668-94.1% | $6,220-95.5% | $4,296-93.5% |