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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,828 | $90,486-62.6% | $78,676-57.0% | $273,972-87.7% |
| Participation rate | 85.0% | 76.5%+8.5pp | 73.6%+11.4pp | 83.0%+2.0pp |
| Annual return | 2.67% | 75.62%-73.0pp | 62.19%-59.5pp | 41.46%-38.8pp |
| Employer contribution / active EE | $1,241 | $3,175-60.9% | $2,850-56.5% | $4,869-74.5% |
| Participant deferral / active EE | $1,843 | $3,901-52.8% | $3,517-47.6% | $5,287-65.1% |
| Admin fee / account holder | $108 | $5,263-97.9% | $4,510-97.6% | $10,133-98.9% |