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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,221 | $77,817-70.2% | $123,553-81.2% | $64,173-63.8% |
| Participation rate | 83.0% | 74.7%+8.3pp | 82.3%+0.7pp | 69.6%+13.4pp |
| Annual return | 2.80% | 12.49%-9.7pp | 119.21%-116.4pp | 7.63%-4.8pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,284-100.0% | $4,887-100.0% |