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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,570 | $76,551-52.2% | $123,894-70.5% | $62,881-41.8% |
| Participation rate | 75.0% | 73.0%+2.0pp | 81.4%-6.4pp | 69.3%+5.7pp |
| Annual return | 10.01% | 18.68%-8.7pp | 47.52%-37.5pp | 20.14%-10.1pp |
| Employer contribution / active EE | $2,106 | $2,882-26.9% | $4,617-54.4% | $2,281-7.7% |
| Participant deferral / active EE | $3,790 | $4,840-21.7% | $5,984-36.7% | $3,203+18.3% |
| Admin fee / account holder | $229 | $4,826-95.2% | $8,357-97.3% | $4,296-94.7% |