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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,751 | $65,712-42.6% | $57,196-34.0% | $273,972-86.2% |
| Participation rate | 86.7% | 78.3%+8.3pp | 75.3%+11.3pp | 83.0%+3.7pp |
| Annual return | 8.39% | 22.01%-13.6pp | 14.59%-6.2pp | 41.46%-33.1pp |
| Employer contribution / active EE | $1,928 | $3,280-41.2% | $2,683-28.1% | $4,869-60.4% |
| Participant deferral / active EE | $2,551 | $3,782-32.5% | $3,096-17.6% | $5,287-51.8% |
| Admin fee / account holder | $73 | $4,838-98.5% | $3,141-97.7% | $10,133-99.3% |