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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,651 | $90,486-42.9% | $78,676-34.3% | $273,972-81.1% |
| Participation rate | 70.6% | 76.5%-5.9pp | 73.6%-3.0pp | 83.0%-12.4pp |
| Annual return | 4.64% | 75.62%-71.0pp | 62.19%-57.5pp | 41.46%-36.8pp |
| Employer contribution / active EE | $2,308 | $3,175-27.3% | $2,850-19.0% | $4,869-52.6% |
| Participant deferral / active EE | $5,928 | $3,901+51.9% | $3,517+68.6% | $5,287+12.1% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |