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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,084 | $135,956-43.3% | $123,894-37.8% | $273,972-71.9% |
| Participation rate | 76.9% | 84.1%-7.1pp | 81.4%-4.5pp | 83.0%-6.1pp |
| Annual return | 10.59% | 56.63%-46.0pp | 47.52%-36.9pp | 41.46%-30.9pp |
| Employer contribution / active EE | $1,427 | $5,170-72.4% | $4,617-69.1% | $4,869-70.7% |
| Participant deferral / active EE | $2,782 | $6,343-56.1% | $5,984-53.5% | $5,287-47.4% |
| Admin fee / account holder | $7 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |