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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,371 | $135,956-70.3% | $123,894-67.4% | $273,972-85.3% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 4.56% | 56.63%-52.1pp | 47.52%-43.0pp | 41.46%-36.9pp |
| Employer contribution / active EE | $1,942 | $5,170-62.4% | $4,617-57.9% | $4,869-60.1% |
| Participant deferral / active EE | $4,367 | $6,343-31.2% | $5,984-27.0% | $5,287-17.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |