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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,996 | $59,834-71.6% | $79,576-78.6% | $68,495-75.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | 35.10% | -12.30%+47.4pp | 0.15%+34.9pp | -7.84%+42.9pp |
| Employer contribution / active EE | $1,538 | $1,505+2.2% | $2,413-36.2% | $2,596-40.7% |
| Participant deferral / active EE | $2,949 | $3,024-2.5% | $3,985-26.0% | $4,028-26.8% |
| Admin fee / account holder | $177 | $4,835-96.3% | $6,834-97.4% | $5,403-96.7% |