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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,772 | $135,956-79.6% | $123,894-77.6% | $273,972-89.9% |
| Participation rate | 70.0% | 84.1%-14.1pp | 81.4%-11.4pp | 83.0%-13.0pp |
| Annual return | 9.64% | 56.63%-47.0pp | 47.52%-37.9pp | 41.46%-31.8pp |
| Employer contribution / active EE | $2,498 | $5,170-51.7% | $4,617-45.9% | $4,869-48.7% |
| Participant deferral / active EE | $4,902 | $6,343-22.7% | $5,984-18.1% | $5,287-7.3% |
| Admin fee / account holder | $113 | $9,817-98.8% | $8,357-98.6% | $10,133-98.9% |