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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,308 | $93,064-72.8% | $74,577-66.1% | $273,972-90.8% |
| Participation rate | 75.0% | 74.9%+0.1pp | 68.1%+6.9pp | 83.0%-8.0pp |
| Annual return | 9.75% | 26.18%-16.4pp | 20.47%-10.7pp | 41.46%-31.7pp |
| Employer contribution / active EE | $1,381 | $3,160-56.3% | $2,525-45.3% | $4,869-71.6% |
| Participant deferral / active EE | $1,414 | $4,160-66.0% | $3,458-59.1% | $5,287-73.3% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |