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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,814 | $181,896-77.0% | $156,551-73.3% | $273,972-84.7% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 9.08% | 30.74%-21.7pp | 32.23%-23.1pp | 41.46%-32.4pp |
| Employer contribution / active EE | $1,919 | $6,248-69.3% | $5,501-65.1% | $4,869-60.6% |
| Participant deferral / active EE | $9,095 | $5,550+63.9% | $4,871+86.7% | $5,287+72.0% |
| Admin fee / account holder | $220 | $15,560-98.6% | $13,028-98.3% | $10,133-97.8% |