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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,655 | $135,956-65.7% | $123,894-62.3% | $273,972-83.0% |
| Participation rate | 72.2% | 84.1%-11.8pp | 81.4%-9.2pp | 83.0%-10.8pp |
| Annual return | 7.02% | 56.63%-49.6pp | 47.52%-40.5pp | 41.46%-34.4pp |
| Employer contribution / active EE | $2,497 | $5,170-51.7% | $4,617-45.9% | $4,869-48.7% |
| Participant deferral / active EE | $3,995 | $6,343-37.0% | $5,984-33.2% | $5,287-24.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |