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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,785 | $135,956-76.6% | $123,894-74.3% | $273,972-88.4% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 5.65% | 56.63%-51.0pp | 47.52%-41.9pp | 41.46%-35.8pp |
| Employer contribution / active EE | $2,550 | $5,170-50.7% | $4,617-44.8% | $4,869-47.6% |
| Participant deferral / active EE | $3,050 | $6,343-51.9% | $5,984-49.0% | $5,287-42.3% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |