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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,510 | $52,678-17.4% | $75,784-42.6% | $59,633-27.0% |
| Participation rate | 73.1% | 67.2%+5.9pp | 75.8%-2.7pp | 68.7%+4.4pp |
| Annual return | -1.74% | 2.95%-4.7pp | 9.68%-11.4pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $745 | $2,193-66.0% | $3,323-77.6% | $2,203-66.2% |
| Participant deferral / active EE | $2,304 | $2,591-11.1% | $3,652-36.9% | $3,192-27.8% |
| Admin fee / account holder | $103 | $3,610-97.1% | $5,300-98.1% | $4,297-97.6% |