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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,647 | $90,486-47.3% | $78,676-39.4% | $273,972-82.6% |
| Participation rate | 76.9% | 76.5%+0.4pp | 73.6%+3.4pp | 83.0%-6.1pp |
| Annual return | 7.50% | 75.62%-68.1pp | 62.19%-54.7pp | 41.46%-34.0pp |
| Employer contribution / active EE | $1,064 | $3,175-66.5% | $2,850-62.7% | $4,869-78.1% |
| Participant deferral / active EE | $4,018 | $3,901+3.0% | $3,517+14.3% | $5,287-24.0% |
| Admin fee / account holder | $21 | $5,263-99.6% | $4,510-99.5% | $10,133-99.8% |