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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,370 | $93,010-53.4% | $96,538-55.1% | $74,473-41.8% |
| Participation rate | 99.8% | 71.6%+28.2pp | 74.3%+25.4pp | 70.7%+29.0pp |
| Annual return | 22.64% | 37.50%-14.9pp | 35.74%-13.1pp | 34.36%-11.7pp |
| Employer contribution / active EE | $3,511 | $3,427+2.4% | $3,740-6.1% | $2,638+33.1% |
| Participant deferral / active EE | $0 | $3,971-100.0% | $4,880-100.0% | $4,530-100.0% |
| Admin fee / account holder | $9 | $633-98.6% | $6,737-99.9% | $347-97.4% |