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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,401 | $93,071-30.8% | $74,583-13.7% | $273,968-76.5% |
| Participation rate | 83.3% | 74.9%+8.4pp | 68.1%+15.2pp | 83.0%+0.3pp |
| Annual return | 6.15% | 26.18%-20.0pp | 20.47%-14.3pp | 41.45%-35.3pp |
| Employer contribution / active EE | $824 | $3,160-73.9% | $2,525-67.4% | $4,869-83.1% |
| Participant deferral / active EE | $3,778 | $4,160-9.2% | $3,458+9.3% | $5,287-28.5% |
| Admin fee / account holder | $0 | $5,272-100.0% | $4,138-100.0% | $10,132-100.0% |