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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,705 | $68,880-45.3% | $120,580-68.7% | $80,959-53.4% |
| Participation rate | 72.0% | 61.7%+10.3pp | 72.0%0pp | 67.7%+4.3pp |
| Annual return | 12.38% | 23.68%-11.3pp | 107.48%-95.1pp | 35.67%-23.3pp |
| Employer contribution / active EE | $4,279 | $2,066+107.1% | $3,469+23.4% | $2,757+55.2% |
| Participant deferral / active EE | $2,820 | $3,191-11.6% | $4,995-43.6% | $4,300-34.4% |
| Admin fee / account holder | $194 | $5,785-96.6% | $9,418-97.9% | $6,925-97.2% |