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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,454 | $93,064-32.9% | $74,577-16.3% | $273,972-77.2% |
| Participation rate | 75.0% | 74.9%+0.1pp | 68.1%+6.9pp | 83.0%-8.0pp |
| Annual return | 9.23% | 26.18%-17.0pp | 20.47%-11.2pp | 41.46%-32.2pp |
| Employer contribution / active EE | $6,810 | $3,160+115.5% | $2,525+169.7% | $4,869+39.9% |
| Participant deferral / active EE | $9,510 | $4,160+128.6% | $3,458+175.0% | $5,287+79.9% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |