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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,262 | $65,704-37.2% | $94,229-56.2% | $59,633-30.8% |
| Participation rate | 77.3% | 72.1%+5.2pp | 78.8%-1.5pp | 68.7%+8.6pp |
| Annual return | 0.05% | 5.22%-5.2pp | 10.68%-10.6pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $1,185 | $2,021-41.4% | $3,587-67.0% | $2,203-46.2% |
| Participant deferral / active EE | $2,102 | $3,143-33.1% | $4,320-51.3% | $3,192-34.1% |
| Admin fee / account holder | $100 | $4,265-97.6% | $6,269-98.4% | $4,297-97.7% |