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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,313 | $135,956-81.4% | $123,894-79.6% | $273,972-90.8% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 7.54% | 56.63%-49.1pp | 47.52%-40.0pp | 41.46%-33.9pp |
| Employer contribution / active EE | $2,206 | $5,170-57.3% | $4,617-52.2% | $4,869-54.7% |
| Participant deferral / active EE | $4,500 | $6,343-29.1% | $5,984-24.8% | $5,287-14.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |