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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,736 | $90,486-56.1% | $78,676-49.5% | $273,972-85.5% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 8.37% | 75.62%-67.3pp | 62.19%-53.8pp | 41.46%-33.1pp |
| Employer contribution / active EE | $1,779 | $3,175-44.0% | $2,850-37.6% | $4,869-63.5% |
| Participant deferral / active EE | $5,296 | $3,901+35.8% | $3,517+50.6% | $5,287+0.2% |
| Admin fee / account holder | $269 | $5,263-94.9% | $4,510-94.0% | $10,133-97.3% |