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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,832 | $81,358-63.3% | $155,556-80.8% | $80,959-63.2% |
| Participation rate | 72.4% | 66.3%+6.1pp | 78.2%-5.8pp | 67.7%+4.7pp |
| Annual return | 12.78% | 33.39%-20.6pp | 64.84%-52.1pp | 35.67%-22.9pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,407 | $3,455-1.4% | $5,631-39.5% | $4,300-20.8% |
| Admin fee / account holder | $122 | $7,994-98.5% | $15,885-99.2% | $6,925-98.2% |