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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,515 | $46,534-49.5% | $64,097-63.3% | $75,177-68.7% |
| Participation rate | 97.5% | 65.9%+31.6pp | 72.3%+25.2pp | 67.2%+30.3pp |
| Annual return | 13.40% | 26.07%-12.7pp | 33.75%-20.3pp | 160.75%-147.3pp |
| Employer contribution / active EE | $2,115 | $1,976+7.0% | $2,750-23.1% | $2,671-20.8% |
| Participant deferral / active EE | $2,890 | $2,835+2.0% | $3,881-25.5% | $4,126-30.0% |
| Admin fee / account holder | $0 | $2,957-100.0% | $3,070-100.0% | $5,651-100.0% |