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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,928 | $93,346-59.4% | $71,796-47.2% | $273,972-86.2% |
| Participation rate | 76.2% | 76.5%-0.3pp | 69.1%+7.1pp | 83.0%-6.8pp |
| Annual return | 12.04% | 130.39%-118.3pp | 78.04%-66.0pp | 41.46%-29.4pp |
| Employer contribution / active EE | $1,238 | $2,733-54.7% | $1,924-35.7% | $4,869-74.6% |
| Participant deferral / active EE | $2,771 | $3,475-20.3% | $2,794-0.8% | $5,287-47.6% |
| Admin fee / account holder | $118 | $6,571-98.2% | $4,815-97.6% | $10,133-98.8% |