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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,820 | $77,817-64.2% | $123,553-77.5% | $64,173-56.6% |
| Participation rate | 98.1% | 74.7%+23.4pp | 82.3%+15.8pp | 69.6%+28.5pp |
| Annual return | 5.72% | 12.49%-6.8pp | 119.21%-113.5pp | 7.63%-1.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,887-100.0% |