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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,432 | $141,004-67.8% | $112,273-59.5% | $139,456-67.4% |
| Participation rate | 77.8% | 79.2%-1.4pp | 72.4%+5.3pp | 80.3%-2.5pp |
| Annual return | 21.02% | 32.75%-11.7pp | 30.23%-9.2pp | 373.45%-352.4pp |
| Employer contribution / active EE | $3,030 | $4,285-29.3% | $3,431-11.7% | $4,753-36.2% |
| Participant deferral / active EE | $4,427 | $5,878-24.7% | $4,800-7.8% | $6,711-34.0% |
| Admin fee / account holder | $187 | $9,959-98.1% | $7,752-97.6% | $11,407-98.4% |