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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,857 | $135,956-64.1% | $123,894-60.6% | $273,972-82.2% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 4.73% | 56.63%-51.9pp | 47.52%-42.8pp | 41.46%-36.7pp |
| Employer contribution / active EE | $1,342 | $5,170-74.0% | $4,617-70.9% | $4,869-72.4% |
| Participant deferral / active EE | $2,654 | $6,343-58.2% | $5,984-55.6% | $5,287-49.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |