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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,290 | $113,941-68.2% | $94,229-61.5% | $125,389-71.1% |
| Participation rate | 75.0% | 82.9%-7.9pp | 78.8%-3.8pp | 83.2%-8.2pp |
| Annual return | 2.63% | 5.29%-2.7pp | 10.68%-8.0pp | 282.24%-279.6pp |
| Employer contribution / active EE | $3,863 | $4,727-18.3% | $3,587+7.7% | $4,866-20.6% |
| Participant deferral / active EE | $4,105 | $5,179-20.7% | $4,320-5.0% | $5,352-23.3% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |