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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,206 | $96,956-65.8% | $69,779-52.4% | $273,972-87.9% |
| Participation rate | 87.5% | 77.1%+10.4pp | 71.8%+15.7pp | 83.0%+4.5pp |
| Annual return | 7.81% | 12.93%-5.1pp | 12.99%-5.2pp | 41.46%-33.6pp |
| Employer contribution / active EE | $1,615 | $3,316-51.3% | $2,338-30.9% | $4,869-66.8% |
| Participant deferral / active EE | $5,665 | $3,744+51.3% | $2,931+93.3% | $5,287+7.1% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |