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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,361 | $153,769-62.0% | $133,975-56.4% | $273,972-78.7% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 15.49% | 36.51%-21.0pp | 29.29%-13.8pp | 41.46%-26.0pp |
| Employer contribution / active EE | $2,000 | $6,029-66.8% | $5,211-61.6% | $4,869-58.9% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |