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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,537 | $96,558-36.3% | $80,977-24.0% | $273,972-77.5% |
| Participation rate | 93.8% | 79.1%+14.7pp | 75.8%+17.9pp | 83.0%+10.7pp |
| Annual return | 8.28% | 15.14%-6.9pp | 17.11%-8.8pp | 41.46%-33.2pp |
| Employer contribution / active EE | $1,971 | $4,869-59.5% | $3,715-46.9% | $4,869-59.5% |
| Participant deferral / active EE | $3,860 | $6,598-41.5% | $5,696-32.2% | $5,287-27.0% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |