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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,218 | $53,596-17.5% | $90,655-51.2% | $64,181-31.1% |
| Participation rate | 92.9% | 64.5%+28.3pp | 74.0%+18.8pp | 69.6%+23.3pp |
| Annual return | -4.54% | 4.41%-9.0pp | 1.89%-6.4pp | 7.63%-12.2pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,532-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,956 | $2,459-20.4% | $3,425-42.9% | $3,470-43.6% |
| Admin fee / account holder | $96 | $3,868-97.5% | $4,994-98.1% | $4,887-98.0% |