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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,486 | $110,083-65.9% | $151,628-75.3% | $68,495-45.3% |
| Participation rate | 79.3% | 84.0%-4.6pp | 87.5%-8.2pp | 67.9%+11.4pp |
| Annual return | 10.55% | -10.12%+20.7pp | 3.34%+7.2pp | -7.84%+18.4pp |
| Employer contribution / active EE | $8,921 | $4,470+99.6% | $6,165+44.7% | $2,596+243.6% |
| Participant deferral / active EE | $13,143 | $6,526+101.4% | $8,363+57.2% | $4,028+226.3% |
| Admin fee / account holder | $0 | $7,718-100.0% | $11,613-100.0% | $5,403-100.0% |