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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,301 | $54,757+2.8% | $90,300-37.7% | $72,983-22.9% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 28.82% | 30.63%-1.8pp | 78.11%-49.3pp | 81.01%-52.2pp |
| Employer contribution / active EE | $274 | $2,092-86.9% | $2,854-90.4% | $2,440-88.8% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,884-100.0% | $3,608-100.0% |
| Admin fee / account holder | $158 | $3,972-96.0% | $5,353-97.0% | $5,124-96.9% |