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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,389 | $136,307-68.9% | $106,619-60.2% | $273,972-84.5% |
| Participation rate | 95.0% | 84.8%+10.2pp | 78.0%+17.0pp | 83.0%+12.0pp |
| Annual return | 7.40% | 11.05%-3.7pp | 9.42%-2.0pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,869 | $5,190-64.0% | $3,947-52.6% | $4,869-61.6% |
| Participant deferral / active EE | $2,551 | $4,969-48.7% | $3,930-35.1% | $5,287-51.7% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |