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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,152 | $215,361-89.2% | $171,082-86.5% | $273,972-91.5% |
| Participation rate | 85.7% | 82.0%+3.7pp | 76.7%+9.0pp | 83.0%+2.7pp |
| Annual return | 8.68% | 25.14%-16.5pp | 32.56%-23.9pp | 41.46%-32.8pp |
| Employer contribution / active EE | $1,722 | $4,967-65.3% | $4,002-57.0% | $4,869-64.6% |
| Participant deferral / active EE | $4,696 | $5,543-15.3% | $4,797-2.1% | $5,287-11.2% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |