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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,512 | $72,273-32.9% | $101,275-52.1% | $79,856-39.3% |
| Participation rate | 77.8% | 68.5%+9.3pp | 75.8%+2.0pp | 69.6%+8.1pp |
| Annual return | 12.93% | 22.30%-9.4pp | 46.48%-33.6pp | 31.71%-18.8pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,795 | $3,282-45.3% | $4,371-58.9% | $3,741-52.0% |
| Admin fee / account holder | $274 | $4,401-93.8% | $5,948-95.4% | $5,306-94.8% |