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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,898 | $54,380-15.6% | $68,509-33.0% | $59,633-23.0% |
| Participation rate | 86.8% | 70.2%+16.7pp | 74.7%+12.1pp | 68.7%+18.2pp |
| Annual return | 1.45% | 2.83%-1.4pp | 8.27%-6.8pp | 2041.45%-2040.0pp |
| Employer contribution / active EE | $1,685 | $1,539+9.5% | $2,278-26.0% | $2,203-23.5% |
| Participant deferral / active EE | $4,023 | $2,643+52.2% | $3,382+18.9% | $3,192+26.0% |
| Admin fee / account holder | $150 | $3,885-96.1% | $5,275-97.2% | $4,297-96.5% |