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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,858 | $72,639-49.3% | $90,766-59.4% | $66,949-44.9% |
| Participation rate | 99.2% | 73.7%+25.5pp | 75.7%+23.5pp | 69.8%+29.4pp |
| Annual return | 9.61% | -12.28%+21.9pp | -12.16%+21.8pp | 1.57%+8.0pp |
| Employer contribution / active EE | $1,475 | $2,369-37.7% | $2,922-49.5% | $2,545-42.0% |
| Participant deferral / active EE | $0 | $3,979-100.0% | $4,565-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $708-100.0% | $8,446-100.0% | $594-99.9% |