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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,825 | $93,064-51.8% | $74,577-39.9% | $273,972-83.6% |
| Participation rate | 87.5% | 74.9%+12.6pp | 68.1%+19.4pp | 83.0%+4.5pp |
| Annual return | 8.80% | 26.18%-17.4pp | 20.47%-11.7pp | 41.46%-32.7pp |
| Employer contribution / active EE | $2,358 | $3,160-25.4% | $2,525-6.6% | $4,869-51.6% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |