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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,655 | $51,769-21.5% | $57,356-29.1% | $52,331-22.3% |
| Participation rate | 95.4% | 75.2%+20.1pp | 75.1%+20.3pp | 68.1%+27.3pp |
| Annual return | 1.51% | 2.43%-0.9pp | 24.41%-22.9pp | 4.54%-3.0pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,201 | $2,794-21.2% | $3,162-30.4% | $3,022-27.2% |
| Admin fee / account holder | $12 | $295-95.8% | $3,357-99.6% | $592-97.9% |