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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,198 | $153,311-81.6% | $109,313-74.2% | $273,972-89.7% |
| Participation rate | 95.7% | 80.1%+15.6pp | 71.3%+24.4pp | 83.0%+12.6pp |
| Annual return | 6.74% | 29.86%-23.1pp | 22.07%-15.3pp | 41.46%-34.7pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,822 | $3,932-2.8% | $3,166+20.7% | $5,287-27.7% |
| Admin fee / account holder | $23 | $8,076-99.7% | $5,666-99.6% | $10,133-99.8% |