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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,919 | $118,488-64.6% | $98,462-57.4% | $139,487-69.9% |
| Participation rate | 73.3% | 77.5%-4.1pp | 75.2%-1.8pp | 80.3%-7.0pp |
| Annual return | 16.98% | 18.96%-2.0pp | 21.17%-4.2pp | 373.84%-356.9pp |
| Employer contribution / active EE | $1,934 | $3,611-46.4% | $3,049-36.6% | $4,755-59.3% |
| Participant deferral / active EE | $6,964 | $5,393+29.1% | $4,738+47.0% | $6,713+3.8% |
| Admin fee / account holder | $7 | $13,868-99.9% | $8,875-99.9% | $11,407-99.9% |