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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,867 | $153,311-73.3% | $109,313-62.6% | $273,972-85.1% |
| Participation rate | 85.7% | 80.1%+5.6pp | 71.3%+14.4pp | 83.0%+2.7pp |
| Annual return | 4.21% | 29.86%-25.6pp | 22.07%-17.9pp | 41.46%-37.2pp |
| Employer contribution / active EE | $2,119 | $5,619-62.3% | $3,892-45.6% | $4,869-56.5% |
| Participant deferral / active EE | $3,901 | $3,932-0.8% | $3,166+23.2% | $5,287-26.2% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |