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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,324 | $45,079-26.1% | $69,461-52.0% | $72,983-54.3% |
| Participation rate | 97.6% | 68.5%+29.1pp | 74.6%+23.0pp | 69.5%+28.1pp |
| Annual return | 6.36% | 22.65%-16.3pp | 28.97%-22.6pp | 81.01%-74.6pp |
| Employer contribution / active EE | $1,017 | $2,055-50.5% | $2,779-63.4% | $2,440-58.3% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,536-100.0% | $3,608-100.0% |
| Admin fee / account holder | $275 | $3,056-91.0% | $3,840-92.8% | $5,124-94.6% |