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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,636 | $215,361-81.6% | $171,082-76.8% | $273,972-85.5% |
| Participation rate | 72.7% | 82.0%-9.3pp | 76.7%-4.0pp | 83.0%-10.3pp |
| Annual return | 3.46% | 25.14%-21.7pp | 32.56%-29.1pp | 41.46%-38.0pp |
| Employer contribution / active EE | $736 | $4,967-85.2% | $4,002-81.6% | $4,869-84.9% |
| Participant deferral / active EE | $1,831 | $5,543-67.0% | $4,797-61.8% | $5,287-65.4% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |