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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,794 | $116,203-79.5% | $93,621-74.6% | $152,909-84.4% |
| Participation rate | 85.7% | 78.1%+7.7pp | 75.8%+9.9pp | 82.5%+3.3pp |
| Annual return | 9.49% | 35.96%-26.5pp | 32.76%-23.3pp | 345.46%-336.0pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,601-100.0% |