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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,024 | $50,947-29.3% | $74,551-51.7% | $64,173-43.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 7.53% | -1.85%+9.4pp | 32.53%-25.0pp | 7.63%-0.1pp |
| Employer contribution / active EE | $5,682 | $1,115+409.4% | $1,961+189.7% | $2,381+138.7% |
| Participant deferral / active EE | $0 | $2,302-100.0% | $3,108-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $4,221-100.0% | $5,059-100.0% | $4,887-100.0% |