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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,073 | $76,551-52.9% | $123,894-70.9% | $62,881-42.6% |
| Participation rate | 81.6% | 73.0%+8.6pp | 81.4%+0.2pp | 69.3%+12.3pp |
| Annual return | 11.24% | 18.68%-7.4pp | 47.52%-36.3pp | 20.14%-8.9pp |
| Employer contribution / active EE | $2,121 | $2,882-26.4% | $4,617-54.1% | $2,281-7.0% |
| Participant deferral / active EE | $4,253 | $4,840-12.1% | $5,984-28.9% | $3,203+32.8% |
| Admin fee / account holder | $122 | $4,826-97.5% | $8,357-98.5% | $4,296-97.2% |