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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,955 | $90,486-59.2% | $78,676-53.0% | $273,972-86.5% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 2.53% | 75.62%-73.1pp | 62.19%-59.7pp | 41.46%-38.9pp |
| Employer contribution / active EE | $3,223 | $3,175+1.5% | $2,850+13.1% | $4,869-33.8% |
| Participant deferral / active EE | $1,176 | $3,901-69.8% | $3,517-66.5% | $5,287-77.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |