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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,571 | $87,544-53.7% | $75,784-46.5% | $125,388-67.6% |
| Participation rate | 92.3% | 80.2%+12.1pp | 75.8%+16.5pp | 83.2%+9.1pp |
| Annual return | -0.90% | 13.49%-14.4pp | 9.68%-10.6pp | 282.24%-283.1pp |
| Employer contribution / active EE | $1,119 | $3,930-71.5% | $3,323-66.3% | $4,866-77.0% |
| Participant deferral / active EE | $1,352 | $4,229-68.0% | $3,652-63.0% | $5,352-74.7% |
| Admin fee / account holder | $93 | $6,502-98.6% | $5,300-98.3% | $9,541-99.0% |