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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,346 | $181,896-78.4% | $156,551-74.9% | $273,972-85.6% |
| Participation rate | 77.8% | 88.4%-10.6pp | 84.0%-6.2pp | 83.0%-5.2pp |
| Annual return | 7.79% | 30.74%-23.0pp | 32.23%-24.4pp | 41.46%-33.7pp |
| Employer contribution / active EE | $1,589 | $6,248-74.6% | $5,501-71.1% | $4,869-67.4% |
| Participant deferral / active EE | $2,796 | $5,550-49.6% | $4,871-42.6% | $5,287-47.1% |
| Admin fee / account holder | $14 | $15,560-99.9% | $13,028-99.9% | $10,133-99.9% |