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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,514 | $31,109+7.7% | $67,704-50.5% | $52,331-36.0% |
| Participation rate | 99.4% | 54.0%+45.4pp | 67.5%+31.9pp | 68.1%+31.3pp |
| Annual return | -0.83% | 23.70%-24.5pp | 25.41%-26.2pp | 4.54%-5.4pp |
| Employer contribution / active EE | $913 | $1,076-15.1% | $2,559-64.3% | $1,882-51.5% |
| Participant deferral / active EE | $0 | $1,970-100.0% | $3,585-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $466-100.0% | $4,255-100.0% | $592-100.0% |