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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,292 | $65,712-50.9% | $57,196-43.5% | $273,972-88.2% |
| Participation rate | 81.8% | 78.3%+3.5pp | 75.3%+6.5pp | 83.0%-1.2pp |
| Annual return | 7.61% | 22.01%-14.4pp | 14.59%-7.0pp | 41.46%-33.8pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,631 | $3,782+22.5% | $3,096+49.6% | $5,287-12.4% |
| Admin fee / account holder | $25 | $4,838-99.5% | $3,141-99.2% | $10,133-99.8% |