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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,117 | $135,956-67.6% | $123,894-64.4% | $273,972-83.9% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 5.96% | 56.63%-50.7pp | 47.52%-41.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $1,052 | $5,170-79.7% | $4,617-77.2% | $4,869-78.4% |
| Participant deferral / active EE | $2,843 | $6,343-55.2% | $5,984-52.5% | $5,287-46.2% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |