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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,994 | $153,311-72.0% | $109,313-60.7% | $273,972-84.3% |
| Participation rate | 88.9% | 80.1%+8.8pp | 71.3%+17.6pp | 83.0%+5.9pp |
| Annual return | 3.04% | 29.86%-26.8pp | 22.07%-19.0pp | 41.46%-38.4pp |
| Employer contribution / active EE | $743 | $5,619-86.8% | $3,892-80.9% | $4,869-84.7% |
| Participant deferral / active EE | $3,701 | $3,932-5.9% | $3,166+16.9% | $5,287-30.0% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |