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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,210 | $93,064-58.9% | $74,577-48.8% | $273,972-86.1% |
| Participation rate | 75.0% | 74.9%+0.1pp | 68.1%+6.9pp | 83.0%-8.0pp |
| Annual return | 12.99% | 26.18%-13.2pp | 20.47%-7.5pp | 41.46%-28.5pp |
| Employer contribution / active EE | $3,798 | $3,160+20.2% | $2,525+50.4% | $4,869-22.0% |
| Participant deferral / active EE | $9,691 | $4,160+132.9% | $3,458+180.2% | $5,287+83.3% |
| Admin fee / account holder | $13 | $5,273-99.8% | $4,138-99.7% | $10,133-99.9% |