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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,086 | $135,956-46.2% | $123,894-41.0% | $273,972-73.3% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 14.82% | 56.63%-41.8pp | 47.52%-32.7pp | 41.46%-26.6pp |
| Employer contribution / active EE | $1,499 | $5,170-71.0% | $4,617-67.5% | $4,869-69.2% |
| Participant deferral / active EE | $5,552 | $6,343-12.5% | $5,984-7.2% | $5,287+5.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |