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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,076 | $93,064-61.2% | $74,577-51.6% | $273,972-86.8% |
| Participation rate | 73.7% | 74.9%-1.3pp | 68.1%+5.6pp | 83.0%-9.3pp |
| Annual return | 9.87% | 26.18%-16.3pp | 20.47%-10.6pp | 41.46%-31.6pp |
| Employer contribution / active EE | $1,302 | $3,160-58.8% | $2,525-48.4% | $4,869-73.3% |
| Participant deferral / active EE | $4,780 | $4,160+14.9% | $3,458+38.2% | $5,287-9.6% |
| Admin fee / account holder | $191 | $5,273-96.4% | $4,138-95.4% | $10,133-98.1% |