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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,798 | $135,956-67.0% | $123,894-63.8% | $273,972-83.6% |
| Participation rate | 78.6% | 84.1%-5.5pp | 81.4%-2.8pp | 83.0%-4.4pp |
| Annual return | 5.88% | 56.63%-50.7pp | 47.52%-41.6pp | 41.46%-35.6pp |
| Employer contribution / active EE | $1,628 | $5,170-68.5% | $4,617-64.7% | $4,869-66.6% |
| Participant deferral / active EE | $3,198 | $6,343-49.6% | $5,984-46.6% | $5,287-39.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |