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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,992 | $135,956-68.4% | $123,894-65.3% | $273,972-84.3% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 5.89% | 56.63%-50.7pp | 47.52%-41.6pp | 41.46%-35.6pp |
| Employer contribution / active EE | $1,196 | $5,170-76.9% | $4,617-74.1% | $4,869-75.4% |
| Participant deferral / active EE | $5,930 | $6,343-6.5% | $5,984-0.9% | $5,287+12.2% |
| Admin fee / account holder | $231 | $9,817-97.6% | $8,357-97.2% | $10,133-97.7% |