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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,722 | $110,240-81.2% | $96,544-78.5% | $139,487-85.1% |
| Participation rate | 79.2% | 78.1%+1.0pp | 76.0%+3.2pp | 80.3%-1.2pp |
| Annual return | 18.11% | 26.41%-8.3pp | 25.88%-7.8pp | 373.84%-355.7pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,185 | $5,549-42.6% | $4,851-34.3% | $6,713-52.5% |
| Admin fee / account holder | $161 | $11,602-98.6% | $8,254-98.1% | $11,407-98.6% |