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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,486 | $96,558-58.1% | $80,977-50.0% | $273,972-85.2% |
| Participation rate | 75.0% | 79.1%-4.1pp | 75.8%-0.8pp | 83.0%-8.0pp |
| Annual return | 6.77% | 15.14%-8.4pp | 17.11%-10.3pp | 41.46%-34.7pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,431 | $6,598-48.0% | $5,696-39.8% | $5,287-35.1% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |