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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,465 | $57,108-30.9% | $94,229-58.1% | $52,331-24.6% |
| Participation rate | 98.4% | 72.9%+25.5pp | 78.8%+19.7pp | 68.1%+30.3pp |
| Annual return | 0.33% | 1.47%-1.1pp | 10.68%-10.4pp | 4.54%-4.2pp |
| Employer contribution / active EE | $4,314 | $1,735+148.6% | $3,587+20.3% | $1,882+129.3% |
| Participant deferral / active EE | $0 | $3,040-100.0% | $4,320-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $546-100.0% | $6,269-100.0% | $592-100.0% |