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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,376 | $93,064-58.8% | $74,577-48.5% | $273,972-86.0% |
| Participation rate | 92.3% | 74.9%+17.4pp | 68.1%+24.2pp | 83.0%+9.3pp |
| Annual return | 5.29% | 26.18%-20.9pp | 20.47%-15.2pp | 41.46%-36.2pp |
| Employer contribution / active EE | $1,948 | $3,160-38.4% | $2,525-22.9% | $4,869-60.0% |
| Participant deferral / active EE | $3,577 | $4,160-14.0% | $3,458+3.4% | $5,287-32.4% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |