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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,319 | $71,873-64.8% | $86,698-70.8% | $68,490-63.0% |
| Participation rate | 98.7% | 72.2%+26.4pp | 76.6%+22.1pp | 67.9%+30.8pp |
| Annual return | 4.12% | 3.54%+0.6pp | 35.96%-31.8pp | -7.85%+12.0pp |
| Employer contribution / active EE | $6,579 | $2,173+202.7% | $2,837+131.9% | $2,597+153.4% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $64 | $6,110-99.0% | $7,492-99.1% | $5,403-98.8% |