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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,940 | $88,707-69.6% | $74,184-63.7% | $273,972-90.2% |
| Participation rate | 88.2% | 79.4%+8.8pp | 76.6%+11.6pp | 83.0%+5.2pp |
| Annual return | 11.66% | 11.94%-0.3pp | 17.74%-6.1pp | 41.46%-29.8pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,216 | $4,212+23.9% | $3,550+46.9% | $5,287-1.3% |
| Admin fee / account holder | $5 | $8,717-99.9% | $5,586-99.9% | $10,133-100.0% |