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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,526 | $56,484-30.0% | $169,452-76.7% | $64,173-38.4% |
| Participation rate | 77.8% | 64.5%+13.2pp | 77.8%0pp | 69.6%+8.2pp |
| Annual return | -2.57% | -1.55%-1.0pp | 1.83%-4.4pp | 7.63%-10.2pp |
| Employer contribution / active EE | $1,390 | $1,832-24.2% | $4,157-66.6% | $2,381-41.6% |
| Participant deferral / active EE | $3,439 | $3,448-0.2% | $5,277-34.8% | $3,470-0.9% |
| Admin fee / account holder | $1 | $4,174-100.0% | $9,110-100.0% | $4,887-100.0% |