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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,168 | $90,486-60.0% | $78,676-54.0% | $273,972-86.8% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 4.84% | 75.62%-70.8pp | 62.19%-57.3pp | 41.46%-36.6pp |
| Employer contribution / active EE | $2,478 | $3,175-22.0% | $2,850-13.1% | $4,869-49.1% |
| Participant deferral / active EE | $4,579 | $3,901+17.4% | $3,517+30.2% | $5,287-13.4% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |