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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,413 | $103,949-58.2% | $69,182-37.2% | $273,972-84.2% |
| Participation rate | 85.7% | 67.4%+18.4pp | 55.1%+30.6pp | 83.0%+2.7pp |
| Annual return | 2.26% | 35.28%-33.0pp | -21.93%+24.2pp | 41.46%-39.2pp |
| Employer contribution / active EE | $2,229 | $1,783+25.0% | $1,206+84.8% | $4,869-54.2% |
| Participant deferral / active EE | $937 | $2,716-65.5% | $1,897-50.6% | $5,287-82.3% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |