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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,357 | $65,453-20.0% | $86,698-39.6% | $66,938-21.8% |
| Participation rate | 99.3% | 75.5%+23.8pp | 76.6%+22.7pp | 69.8%+29.4pp |
| Annual return | 2.33% | -10.89%+13.2pp | 35.95%-33.6pp | 1.58%+0.8pp |
| Employer contribution / active EE | $8,679 | $2,154+302.9% | $2,837+205.9% | $2,545+241.0% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $642-100.0% | $7,493-100.0% | $594-100.0% |