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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,832 | $90,486-38.3% | $78,676-29.0% | $273,972-79.6% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 5.82% | 75.62%-69.8pp | 62.19%-56.4pp | 41.46%-35.6pp |
| Employer contribution / active EE | $1,431 | $3,175-54.9% | $2,850-49.8% | $4,869-70.6% |
| Participant deferral / active EE | $5,488 | $3,901+40.7% | $3,517+56.1% | $5,287+3.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |