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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,848 | $90,486-58.2% | $78,676-51.9% | $273,972-86.2% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 11.51% | 75.62%-64.1pp | 62.19%-50.7pp | 41.46%-29.9pp |
| Employer contribution / active EE | $2,054 | $3,175-35.3% | $2,850-27.9% | $4,869-57.8% |
| Participant deferral / active EE | $8,976 | $3,901+130.1% | $3,517+155.2% | $5,287+69.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |