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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,249 | $102,661-6.2% | $151,645-36.5% | $66,949+43.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | 7.48% | -10.81%+18.3pp | 3.34%+4.1pp | 1.57%+5.9pp |
| Employer contribution / active EE | $4,061 | $4,184-2.9% | $6,165-34.1% | $2,545+59.6% |
| Participant deferral / active EE | $0 | $6,645-100.0% | $8,363-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $630-100.0% | $11,614-100.0% | $594-100.0% |