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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,275 | $153,311-75.7% | $109,313-65.9% | $273,972-86.4% |
| Participation rate | 75.0% | 80.1%-5.1pp | 71.3%+3.7pp | 83.0%-8.0pp |
| Annual return | 11.73% | 29.86%-18.1pp | 22.07%-10.3pp | 41.46%-29.7pp |
| Employer contribution / active EE | $1,494 | $5,619-73.4% | $3,892-61.6% | $4,869-69.3% |
| Participant deferral / active EE | $6,878 | $3,932+74.9% | $3,166+117.2% | $5,287+30.1% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |