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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,719 | $135,956-68.6% | $123,894-65.5% | $273,972-84.4% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 7.21% | 56.63%-49.4pp | 47.52%-40.3pp | 41.46%-34.2pp |
| Employer contribution / active EE | $3,200 | $5,170-38.1% | $4,617-30.7% | $4,869-34.3% |
| Participant deferral / active EE | $4,677 | $6,343-26.3% | $5,984-21.8% | $5,287-11.5% |
| Admin fee / account holder | $139 | $9,817-98.6% | $8,357-98.3% | $10,133-98.6% |