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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,003 | $123,155-82.9% | $108,753-80.7% | $155,188-86.5% |
| Participation rate | 71.4% | 75.6%-4.2pp | 71.1%+0.3pp | 80.8%-9.4pp |
| Annual return | 7.83% | 44.73%-36.9pp | 37.47%-29.6pp | 148.84%-141.0pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,427-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $105 | $12,126-99.1% | $10,320-99.0% | $14,480-99.3% |