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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,024 | $153,311-57.6% | $109,313-40.5% | $273,972-76.3% |
| Participation rate | 85.7% | 80.1%+5.6pp | 71.3%+14.4pp | 83.0%+2.7pp |
| Annual return | 7.01% | 29.86%-22.8pp | 22.07%-15.1pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,960 | $5,619-65.1% | $3,892-49.6% | $4,869-59.7% |
| Participant deferral / active EE | $2,373 | $3,932-39.7% | $3,166-25.1% | $5,287-55.1% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |