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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,232 | $90,504-53.3% | $78,690-46.3% | $273,965-84.6% |
| Participation rate | 76.2% | 76.5%-0.3pp | 73.6%+2.6pp | 83.0%-6.8pp |
| Annual return | 5.99% | 75.61%-69.6pp | 62.18%-56.2pp | 41.45%-35.5pp |
| Employer contribution / active EE | $1,401 | $3,176-55.9% | $2,851-50.9% | $4,869-71.2% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $180 | $5,263-96.6% | $4,511-96.0% | $10,132-98.2% |