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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,471 | $90,486-43.1% | $78,676-34.6% | $273,972-81.2% |
| Participation rate | 70.0% | 76.5%-6.5pp | 73.6%-3.6pp | 83.0%-13.0pp |
| Annual return | 7.80% | 75.62%-67.8pp | 62.19%-54.4pp | 41.46%-33.7pp |
| Employer contribution / active EE | $1,552 | $3,175-51.1% | $2,850-45.5% | $4,869-68.1% |
| Participant deferral / active EE | $3,397 | $3,901-12.9% | $3,517-3.4% | $5,287-35.8% |
| Admin fee / account holder | $146 | $5,263-97.2% | $4,510-96.8% | $10,133-98.6% |