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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,324 | $83,908-24.5% | $68,509-7.6% | $125,388-49.5% |
| Participation rate | 94.4% | 78.2%+16.3pp | 74.7%+19.7pp | 83.2%+11.3pp |
| Annual return | 1.16% | 14.48%-13.3pp | 8.27%-7.1pp | 282.24%-281.1pp |
| Employer contribution / active EE | $1,226 | $3,031-59.6% | $2,278-46.2% | $4,866-74.8% |
| Participant deferral / active EE | $3,571 | $4,125-13.4% | $3,382+5.6% | $5,352-33.3% |
| Admin fee / account holder | $98 | $8,982-98.9% | $5,275-98.1% | $9,541-99.0% |