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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,298 | $69,977-36.7% | $108,582-59.2% | $62,881-29.6% |
| Participation rate | 81.3% | 72.9%+8.4pp | 79.6%+1.7pp | 69.3%+11.9pp |
| Annual return | 8.97% | 10.73%-1.8pp | -51.70%+60.7pp | 20.14%-11.2pp |
| Employer contribution / active EE | $1,687 | $2,135-21.0% | $3,758-55.1% | $2,281-26.0% |
| Participant deferral / active EE | $2,400 | $3,165-24.2% | $4,311-44.3% | $3,203-25.1% |
| Admin fee / account holder | $9 | $5,076-99.8% | $7,645-99.9% | $4,296-99.8% |