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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,172 | $181,896-78.5% | $156,551-75.0% | $273,972-85.7% |
| Participation rate | 72.7% | 88.4%-15.7pp | 84.0%-11.3pp | 83.0%-10.3pp |
| Annual return | 8.53% | 30.74%-22.2pp | 32.23%-23.7pp | 41.46%-32.9pp |
| Employer contribution / active EE | $2,899 | $6,248-53.6% | $5,501-47.3% | $4,869-40.5% |
| Participant deferral / active EE | $4,528 | $5,550-18.4% | $4,871-7.0% | $5,287-14.4% |
| Admin fee / account holder | $22 | $15,560-99.9% | $13,028-99.8% | $10,133-99.8% |