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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,709 | $83,908-63.4% | $68,509-55.2% | $125,389-75.5% |
| Participation rate | 77.8% | 78.2%-0.4pp | 74.7%+3.1pp | 83.2%-5.4pp |
| Annual return | -0.10% | 14.48%-14.6pp | 8.27%-8.4pp | 282.24%-282.3pp |
| Employer contribution / active EE | $3,333 | $3,031+10.0% | $2,278+46.3% | $4,866-31.5% |
| Participant deferral / active EE | $0 | $4,125-100.0% | $3,382-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |