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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,913 | $91,439-29.0% | $135,974-52.3% | $71,511-9.2% |
| Participation rate | 78.5% | 75.7%+2.9pp | 81.9%-3.4pp | 67.9%+10.6pp |
| Annual return | 20.52% | 29.90%-9.4pp | 68.30%-47.8pp | 28.86%-8.3pp |
| Employer contribution / active EE | $1,341 | $3,705-63.8% | $4,859-72.4% | $2,589-48.2% |
| Participant deferral / active EE | $4,199 | $7,093-40.8% | $7,760-45.9% | $4,291-2.1% |
| Admin fee / account holder | $0 | $1,267-100.0% | $10,767-100.0% | $1,588-100.0% |