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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,781 | $86,701-61.0% | $73,309-53.9% | $125,388-73.1% |
| Participation rate | 93.8% | 78.6%+15.1pp | 74.9%+18.8pp | 83.2%+10.6pp |
| Annual return | -0.07% | 2.78%-2.8pp | 5.67%-5.7pp | 282.24%-282.3pp |
| Employer contribution / active EE | $3,315 | $4,152-20.2% | $3,237+2.4% | $4,866-31.9% |
| Participant deferral / active EE | $5,081 | $5,549-8.4% | $4,991+1.8% | $5,352-5.1% |
| Admin fee / account holder | $93 | $7,768-98.8% | $5,635-98.3% | $9,541-99.0% |