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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,987 | $67,602-55.6% | $82,312-63.6% | $70,126-57.2% |
| Participation rate | 83.3% | 72.8%+10.6pp | 76.9%+6.4pp | 69.5%+13.8pp |
| Annual return | 13.76% | 21.57%-7.8pp | 25.88%-12.1pp | 73.15%-59.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,584 | $2,987+20.0% | $3,706-3.3% | $3,332+7.6% |
| Admin fee / account holder | $78 | $4,512-98.3% | $5,608-98.6% | $4,645-98.3% |