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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,858 | $111,814-59.9% | $103,378-56.6% | $145,978-69.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 16.97% | 24.80%-7.8pp | 24.91%-7.9pp | 550.52%-533.5pp |
| Employer contribution / active EE | $0 | $4,215-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $206 | $9,764-97.9% | $8,401-97.6% | $13,400-98.5% |