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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,445 | $135,956-76.9% | $123,894-74.6% | $273,972-88.5% |
| Participation rate | 72.2% | 84.1%-11.8pp | 81.4%-9.2pp | 83.0%-10.8pp |
| Annual return | 4.12% | 56.63%-52.5pp | 47.52%-43.4pp | 41.46%-37.3pp |
| Employer contribution / active EE | $1,258 | $5,170-75.7% | $4,617-72.8% | $4,869-74.2% |
| Participant deferral / active EE | $2,633 | $6,343-58.5% | $5,984-56.0% | $5,287-50.2% |
| Admin fee / account holder | $284 | $9,817-97.1% | $8,357-96.6% | $10,133-97.2% |