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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,435 | $68,413-38.0% | $123,105-65.5% | $55,191-23.1% |
| Participation rate | 99.4% | 84.5%+14.9pp | 86.8%+12.6pp | 69.2%+30.3pp |
| Annual return | 8.50% | 6.30%+2.2pp | 13.22%-4.7pp | 10.78%-2.3pp |
| Employer contribution / active EE | $4,939 | $3,050+61.9% | $5,151-4.1% | $1,899+160.1% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,229-100.0% | $3,046-100.0% |
| Admin fee / account holder | $1 | $88-99.4% | $9,014-100.0% | $91-99.4% |