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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,944 | $90,486-61.4% | $78,676-55.6% | $273,972-87.2% |
| Participation rate | 78.9% | 76.5%+2.4pp | 73.6%+5.4pp | 83.0%-4.1pp |
| Annual return | 7.54% | 75.62%-68.1pp | 62.19%-54.6pp | 41.46%-33.9pp |
| Employer contribution / active EE | $1,297 | $3,175-59.1% | $2,850-54.5% | $4,869-73.4% |
| Participant deferral / active EE | $1,448 | $3,901-62.9% | $3,517-58.8% | $5,287-72.6% |
| Admin fee / account holder | $234 | $5,263-95.5% | $4,510-94.8% | $10,133-97.7% |