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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,497 | $88,996-57.9% | $78,004-51.9% | $138,895-73.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 26.14% | 28.03%-1.9pp | 31.07%-4.9pp | 145.39%-119.3pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $4,724-100.0% | $4,092-100.0% | $6,396-100.0% |
| Admin fee / account holder | $202 | $8,807-97.7% | $7,578-97.3% | $12,562-98.4% |