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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,601 | $72,272-48.0% | $101,264-62.9% | $79,858-52.9% |
| Participation rate | 76.7% | 68.5%+8.2pp | 75.8%+0.9pp | 69.6%+7.0pp |
| Annual return | 14.28% | 22.30%-8.0pp | 46.48%-32.2pp | 31.72%-17.4pp |
| Employer contribution / active EE | $2,289 | $2,692-14.9% | $3,660-37.4% | $2,471-7.3% |
| Participant deferral / active EE | $3,562 | $3,282+8.5% | $4,370-18.5% | $3,740-4.8% |
| Admin fee / account holder | $0 | $4,401-100.0% | $5,947-100.0% | $5,306-100.0% |