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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,057 | $76,371-60.6% | $93,621-67.9% | $72,975-58.8% |
| Participation rate | 82.1% | 71.8%+10.3pp | 75.8%+6.3pp | 69.5%+12.6pp |
| Annual return | 21.86% | 25.82%-4.0pp | 32.76%-10.9pp | 81.01%-59.1pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,812 | $3,538-20.5% | $4,070-30.9% | $3,608-22.0% |
| Admin fee / account holder | $89 | $6,839-98.7% | $7,890-98.9% | $5,124-98.3% |