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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,701 | $65,092-52.8% | $143,799-78.6% | $66,938-54.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | 5.04% | -11.14%+16.2pp | -0.04%+5.1pp | 1.58%+3.5pp |
| Employer contribution / active EE | $757 | $2,362-68.0% | $4,952-84.7% | $2,545-70.3% |
| Participant deferral / active EE | $1,841 | $2,920-37.0% | $5,638-67.4% | $4,238-56.6% |
| Admin fee / account holder | $0 | $502-100.0% | $14,677-100.0% | $594-100.0% |