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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,909 | $105,623-59.4% | $87,502-51.0% | $273,972-84.3% |
| Participation rate | 81.8% | 78.2%+3.6pp | 73.8%+8.0pp | 83.0%-1.2pp |
| Annual return | 10.93% | 12.26%-1.3pp | 12.21%-1.3pp | 41.46%-30.5pp |
| Employer contribution / active EE | $1,923 | $3,141-38.8% | $2,550-24.6% | $4,869-60.5% |
| Participant deferral / active EE | $5,058 | $3,601+40.5% | $3,149+60.6% | $5,287-4.3% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |