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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,175 | $65,125-42.9% | $143,797-74.1% | $66,949-44.5% |
| Participation rate | 98.2% | 65.2%+33.0pp | 80.3%+17.9pp | 69.8%+28.4pp |
| Annual return | -3.29% | -11.13%+7.8pp | -0.04%-3.2pp | 1.57%-4.9pp |
| Employer contribution / active EE | $3,937 | $2,362+66.6% | $4,952-20.5% | $2,545+54.7% |
| Participant deferral / active EE | $0 | $2,920-100.0% | $5,638-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $503-100.0% | $14,679-100.0% | $594-100.0% |