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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,526 | $96,562-61.1% | $80,976-53.7% | $273,965-86.3% |
| Participation rate | 81.8% | 79.1%+2.7pp | 75.8%+6.0pp | 83.0%-1.2pp |
| Annual return | 11.04% | 15.14%-4.1pp | 17.10%-6.1pp | 41.45%-30.4pp |
| Employer contribution / active EE | $5,015 | $4,868+3.0% | $3,714+35.0% | $4,869+3.0% |
| Participant deferral / active EE | $7,361 | $6,597+11.6% | $5,696+29.2% | $5,287+39.2% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,516-100.0% | $10,132-100.0% |