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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,910 | $135,956-77.3% | $123,894-75.1% | $273,972-88.7% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 4.50% | 56.63%-52.1pp | 47.52%-43.0pp | 41.46%-37.0pp |
| Employer contribution / active EE | $2,196 | $5,170-57.5% | $4,617-52.4% | $4,869-54.9% |
| Participant deferral / active EE | $4,976 | $6,343-21.5% | $5,984-16.8% | $5,287-5.9% |
| Admin fee / account holder | $127 | $9,817-98.7% | $8,357-98.5% | $10,133-98.7% |