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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,193 | $181,896-79.6% | $156,551-76.2% | $273,972-86.4% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 8.62% | 30.74%-22.1pp | 32.23%-23.6pp | 41.46%-32.8pp |
| Employer contribution / active EE | $1,712 | $6,248-72.6% | $5,501-68.9% | $4,869-64.8% |
| Participant deferral / active EE | $3,357 | $5,550-39.5% | $4,871-31.1% | $5,287-36.5% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |