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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,607 | $49,255-3.3% | $70,494-32.5% | $79,856-40.4% |
| Participation rate | 91.9% | 69.2%+22.7pp | 75.1%+16.8pp | 69.6%+22.3pp |
| Annual return | 13.59% | 30.10%-16.5pp | 109.16%-95.6pp | 31.71%-18.1pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,626 | $2,768+31.0% | $3,711-2.3% | $3,741-3.1% |
| Admin fee / account holder | $0 | $2,879-100.0% | $3,848-100.0% | $5,306-100.0% |