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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,531 | $67,776-57.9% | $90,312-68.4% | $65,306-56.3% |
| Participation rate | 74.3% | 58.1%+16.2pp | 72.9%+1.4pp | 57.7%+16.6pp |
| Annual return | 16.96% | 16.62%+0.3pp | 18.90%-1.9pp | 21.94%-5.0pp |
| Employer contribution / active EE | $0 | $2,195-100.0% | $2,243-100.0% | $1,967-100.0% |
| Participant deferral / active EE | $0 | $2,641-100.0% | $3,749-100.0% | $2,959-100.0% |
| Admin fee / account holder | $0 | $3,322-100.0% | $8,248-100.0% | $3,480-100.0% |