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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,765 | $86,298-49.3% | $111,308-60.7% | $85,847-49.0% |
| Participation rate | 95.9% | 73.3%+22.6pp | 77.3%+18.6pp | 69.3%+26.6pp |
| Annual return | 18.72% | 19.99%-1.3pp | 54.67%-35.9pp | 318.61%-299.9pp |
| Employer contribution / active EE | $539 | $2,044-73.6% | $2,732-80.3% | $2,565-79.0% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $97 | $8,189-98.8% | $7,965-98.8% | $6,261-98.5% |