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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,832 | $81,276-63.3% | $155,574-80.8% | $80,925-63.1% |
| Participation rate | 72.4% | 66.2%+6.2pp | 78.2%-5.8pp | 67.7%+4.8pp |
| Annual return | 12.78% | 33.36%-20.6pp | 64.87%-52.1pp | 35.65%-22.9pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,407 | $3,453-1.3% | $5,629-39.5% | $4,299-20.7% |
| Admin fee / account holder | $122 | $7,993-98.5% | $15,914-99.2% | $6,940-98.2% |