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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,318 | $93,064-66.3% | $74,577-58.0% | $273,972-88.6% |
| Participation rate | 90.0% | 74.9%+15.1pp | 68.1%+21.9pp | 83.0%+7.0pp |
| Annual return | 7.10% | 26.18%-19.1pp | 20.47%-13.4pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,928 | $3,160-39.0% | $2,525-23.7% | $4,869-60.4% |
| Participant deferral / active EE | $3,391 | $4,160-18.5% | $3,458-1.9% | $5,287-35.9% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |