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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,420 | $79,519-50.4% | $95,960-58.9% | $73,412-46.3% |
| Participation rate | 78.7% | 81.2%-2.4pp | 77.1%+1.7pp | 72.2%+6.6pp |
| Annual return | 12.77% | 19.20%-6.4pp | 91.63%-78.9pp | 59.30%-46.5pp |
| Employer contribution / active EE | $2,507 | $2,048+22.4% | $2,541-1.3% | $2,234+12.2% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,806-100.0% |
| Admin fee / account holder | $30 | $184-83.8% | $6,797-99.6% | $158-81.1% |