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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,951 | $45,050-18.0% | $63,018-41.4% | $70,126-47.3% |
| Participation rate | 96.8% | 69.5%+27.3pp | 74.8%+22.0pp | 69.5%+27.2pp |
| Annual return | 17.48% | 18.76%-1.3pp | 87.62%-70.1pp | 73.15%-55.7pp |
| Employer contribution / active EE | $3,209 | $2,052+56.4% | $2,761+16.2% | $2,343+37.0% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $154 | $2,834-94.6% | $3,601-95.7% | $4,645-96.7% |