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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,531 | $62,086-54.0% | $90,259-68.4% | $64,340-55.7% |
| Participation rate | 74.3% | 53.9%+20.4pp | 70.7%+3.5pp | 55.2%+19.0pp |
| Annual return | 16.96% | 16.73%+0.2pp | 18.88%-1.9pp | 24.14%-7.2pp |
| Employer contribution / active EE | $0 | $1,883-100.0% | $2,291-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $0 | $2,557-100.0% | $3,827-100.0% | $2,980-100.0% |
| Admin fee / account holder | $0 | $3,317-100.0% | $7,267-100.0% | $3,703-100.0% |