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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,207 | $64,311-42.1% | $57,356-35.1% | $125,389-70.3% |
| Participation rate | 84.6% | 78.6%+6.0pp | 75.1%+9.5pp | 83.2%+1.4pp |
| Annual return | 4.34% | 25.14%-20.8pp | 24.41%-20.1pp | 282.24%-277.9pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,154 | $3,846-44.0% | $3,162-31.9% | $5,352-59.7% |
| Admin fee / account holder | $0 | $5,243-100.0% | $3,357-100.0% | $9,541-100.0% |