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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,537 | $153,311-83.3% | $109,313-76.6% | $273,972-90.7% |
| Participation rate | 80.0% | 80.1%-0.1pp | 71.3%+8.7pp | 83.0%-3.0pp |
| Annual return | 11.83% | 29.86%-18.0pp | 22.07%-10.2pp | 41.46%-29.6pp |
| Employer contribution / active EE | $1,505 | $5,619-73.2% | $3,892-61.3% | $4,869-69.1% |
| Participant deferral / active EE | $5,094 | $3,932+29.5% | $3,166+60.9% | $5,287-3.7% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |