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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,494 | $135,956-58.4% | $123,894-54.4% | $273,972-79.4% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 5.99% | 56.63%-50.6pp | 47.52%-41.5pp | 41.46%-35.5pp |
| Employer contribution / active EE | $1,630 | $5,170-68.5% | $4,617-64.7% | $4,869-66.5% |
| Participant deferral / active EE | $3,514 | $6,343-44.6% | $5,984-41.3% | $5,287-33.5% |
| Admin fee / account holder | $3 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |