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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,271 | $54,380-20.4% | $68,509-36.8% | $59,633-27.4% |
| Participation rate | 83.8% | 70.2%+13.6pp | 74.7%+9.1pp | 68.7%+15.1pp |
| Annual return | 1.35% | 2.83%-1.5pp | 8.27%-6.9pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,412 | $2,643-8.7% | $3,382-28.7% | $3,192-24.4% |
| Admin fee / account holder | $199 | $3,885-94.9% | $5,275-96.2% | $4,297-95.4% |