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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,575 | $110,083-65.9% | $151,645-75.2% | $68,490-45.1% |
| Participation rate | 92.7% | 84.0%+8.7pp | 87.5%+5.2pp | 67.9%+24.8pp |
| Annual return | 2.87% | -10.12%+13.0pp | 3.34%-0.5pp | -7.85%+10.7pp |
| Employer contribution / active EE | $1,463 | $4,470-67.3% | $6,165-76.3% | $2,597-43.6% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $282 | $7,718-96.4% | $11,614-97.6% | $5,403-94.8% |