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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,974 | $93,064-62.4% | $74,577-53.1% | $273,972-87.2% |
| Participation rate | 75.0% | 74.9%+0.1pp | 68.1%+6.9pp | 83.0%-8.0pp |
| Annual return | 7.92% | 26.18%-18.3pp | 20.47%-12.5pp | 41.46%-33.5pp |
| Employer contribution / active EE | $2,124 | $3,160-32.8% | $2,525-15.9% | $4,869-56.4% |
| Participant deferral / active EE | $9,267 | $4,160+122.7% | $3,458+168.0% | $5,287+75.3% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |