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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,248 | $93,064-75.0% | $74,577-68.8% | $273,972-91.5% |
| Participation rate | 75.0% | 74.9%+0.1pp | 68.1%+6.9pp | 83.0%-8.0pp |
| Annual return | 9.70% | 26.18%-16.5pp | 20.47%-10.8pp | 41.46%-31.8pp |
| Employer contribution / active EE | $3,587 | $3,160+13.5% | $2,525+42.0% | $4,869-26.3% |
| Participant deferral / active EE | $5,870 | $4,160+41.1% | $3,458+69.7% | $5,287+11.0% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |