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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,338 | $115,225-63.3% | $100,712-58.0% | $138,895-69.5% |
| Participation rate | 84.6% | 74.3%+10.3pp | 69.3%+15.3pp | 79.9%+4.7pp |
| Annual return | 16.82% | 40.35%-23.5pp | 33.27%-16.5pp | 145.39%-128.6pp |
| Employer contribution / active EE | $0 | $2,771-100.0% | $2,313-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,969 | $4,699-58.1% | $4,085-51.8% | $6,396-69.2% |
| Admin fee / account holder | $1 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |