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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,488 | $65,712-36.9% | $57,196-27.5% | $273,972-84.9% |
| Participation rate | 94.7% | 78.3%+16.4pp | 75.3%+19.4pp | 83.0%+11.7pp |
| Annual return | 1.75% | 22.01%-20.3pp | 14.59%-12.8pp | 41.46%-39.7pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,916 | $3,782-49.3% | $3,096-38.1% | $5,287-63.8% |
| Admin fee / account holder | $270 | $4,838-94.4% | $3,141-91.4% | $10,133-97.3% |