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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,412 | $135,956-71.0% | $123,894-68.2% | $273,972-85.6% |
| Participation rate | 72.7% | 84.1%-11.3pp | 81.4%-8.7pp | 83.0%-10.3pp |
| Annual return | 15.78% | 56.63%-40.9pp | 47.52%-31.7pp | 41.46%-25.7pp |
| Employer contribution / active EE | $3,717 | $5,170-28.1% | $4,617-19.5% | $4,869-23.7% |
| Participant deferral / active EE | $10,359 | $6,343+63.3% | $5,984+73.1% | $5,287+95.9% |
| Admin fee / account holder | $42 | $9,817-99.6% | $8,357-99.5% | $10,133-99.6% |