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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,924 | $136,307-77.3% | $106,619-71.0% | $273,972-88.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 78.0%+7.7pp | 83.0%+2.7pp |
| Annual return | 4.55% | 11.05%-6.5pp | 9.42%-4.9pp | 41.46%-36.9pp |
| Employer contribution / active EE | $2,162 | $5,190-58.3% | $3,947-45.2% | $4,869-55.6% |
| Participant deferral / active EE | $2,703 | $4,969-45.6% | $3,930-31.2% | $5,287-48.9% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |