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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,783 | $64,706-33.9% | $112,244-61.9% | $68,498-37.5% |
| Participation rate | 100.0% | 67.1%+32.9pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 0.31% | -11.40%+11.7pp | 27.46%-27.2pp | -7.84%+8.2pp |
| Employer contribution / active EE | $13,514 | $2,746+392.1% | $3,635+271.8% | $2,596+420.5% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $272 | $5,231-94.8% | $6,411-95.8% | $5,403-95.0% |