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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,036 | $72,269-44.6% | $101,271-60.5% | $79,852-49.9% |
| Participation rate | 91.4% | 68.5%+23.0pp | 75.8%+15.6pp | 69.6%+21.8pp |
| Annual return | 11.99% | 22.29%-10.3pp | 46.48%-34.5pp | 31.72%-19.7pp |
| Employer contribution / active EE | $714 | $2,692-73.5% | $3,660-80.5% | $2,471-71.1% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $115 | $4,401-97.4% | $5,948-98.1% | $5,306-97.8% |