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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,574 | $126,661-68.8% | $113,397-65.1% | $138,895-71.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 10.14% | 25.05%-14.9pp | 23.20%-13.1pp | 145.39%-135.3pp |
| Employer contribution / active EE | $0 | $3,456-100.0% | $2,977-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,600 | $5,693-36.8% | $5,076-29.1% | $6,396-43.7% |
| Admin fee / account holder | $62 | $14,549-99.6% | $11,957-99.5% | $12,562-99.5% |