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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,719 | $80,992-62.1% | $96,534-68.2% | $75,173-59.1% |
| Participation rate | 71.0% | 71.8%-0.8pp | 76.0%-5.0pp | 67.2%+3.8pp |
| Annual return | 18.70% | 27.05%-8.4pp | 25.88%-7.2pp | 160.72%-142.0pp |
| Employer contribution / active EE | $1,807 | $2,283-20.9% | $2,965-39.1% | $2,671-32.4% |
| Participant deferral / active EE | $3,410 | $3,929-13.2% | $4,851-29.7% | $4,126-17.4% |
| Admin fee / account holder | $66 | $6,717-99.0% | $8,253-99.2% | $5,651-98.8% |