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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,793 | $68,413-41.8% | $123,105-67.7% | $55,191-27.9% |
| Participation rate | 98.8% | 84.5%+14.3pp | 86.8%+12.0pp | 69.2%+29.7pp |
| Annual return | 2.14% | 6.30%-4.2pp | 13.22%-11.1pp | 10.78%-8.6pp |
| Employer contribution / active EE | $1,710 | $3,050-43.9% | $5,151-66.8% | $1,899-10.0% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $6,229-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $88-100.0% | $9,014-100.0% | $91-100.0% |