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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,621 | $112,729-73.7% | $98,716-70.0% | $137,256-78.4% |
| Participation rate | 86.7% | 74.2%+12.4pp | 69.3%+17.4pp | 80.0%+6.7pp |
| Annual return | 10.08% | 38.48%-28.4pp | 31.81%-21.7pp | 220.34%-210.3pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $187 | $10,129-98.2% | $8,703-97.9% | $12,270-98.5% |