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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,338 | $59,191-57.2% | $76,767-67.0% | $56,289-55.0% |
| Participation rate | 99.0% | 75.2%+23.8pp | 77.0%+22.1pp | 69.9%+29.2pp |
| Annual return | 0.91% | 6.62%-5.7pp | 2.43%-1.5pp | -9.96%+10.9pp |
| Employer contribution / active EE | $671 | $1,759-61.8% | $2,485-73.0% | $2,111-68.2% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |