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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,091 | $90,509-82.2% | $78,693-79.6% | $273,968-94.1% |
| Participation rate | 71.4% | 76.5%-5.1pp | 73.6%-2.1pp | 83.0%-11.6pp |
| Annual return | 5.54% | 75.61%-70.1pp | 62.18%-56.6pp | 41.45%-35.9pp |
| Employer contribution / active EE | $2,024 | $3,175-36.3% | $2,850-29.0% | $4,869-58.4% |
| Participant deferral / active EE | $1,576 | $3,901-59.6% | $3,517-55.2% | $5,287-70.2% |
| Admin fee / account holder | $3 | $5,264-99.9% | $4,511-99.9% | $10,132-100.0% |