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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,876 | $48,078-46.2% | $78,676-67.1% | $62,881-58.8% |
| Participation rate | 97.1% | 65.2%+31.9pp | 73.6%+23.5pp | 69.3%+27.8pp |
| Annual return | 8.07% | 31.36%-23.3pp | 62.19%-54.1pp | 20.14%-12.1pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,221 | $2,587+101.8% | $3,517+48.5% | $3,203+63.0% |
| Admin fee / account holder | $0 | $3,206-100.0% | $4,510-100.0% | $4,296-100.0% |