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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,066 | $135,956-69.8% | $123,894-66.9% | $273,972-85.0% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 38.91% | 56.63%-17.7pp | 47.52%-8.6pp | 41.46%-2.5pp |
| Employer contribution / active EE | $1,933 | $5,170-62.6% | $4,617-58.1% | $4,869-60.3% |
| Participant deferral / active EE | $4,735 | $6,343-25.3% | $5,984-20.9% | $5,287-10.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |