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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,530 | $45,566-22.0% | $64,105-44.6% | $59,633-40.4% |
| Participation rate | 71.9% | 60.2%+11.7pp | 68.2%+3.7pp | 68.7%+3.2pp |
| Annual return | 1.59% | 4.95%-3.4pp | 791.24%-789.6pp | 2041.40%-2039.8pp |
| Employer contribution / active EE | $1,321 | $934+41.4% | $1,820-27.4% | $2,203-40.0% |
| Participant deferral / active EE | $3,241 | $2,057+57.6% | $2,822+14.9% | $3,192+1.6% |
| Admin fee / account holder | $96 | $3,268-97.1% | $4,499-97.9% | $4,297-97.8% |