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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,688 | $53,596-42.7% | $90,657-66.1% | $64,173-52.2% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | -4.78% | 4.41%-9.2pp | 1.89%-6.7pp | 7.63%-12.4pp |
| Employer contribution / active EE | $4,684 | $1,503+211.6% | $2,532+85.0% | $2,381+96.7% |
| Participant deferral / active EE | $2,129 | $2,459-13.4% | $3,424-37.8% | $3,470-38.6% |
| Admin fee / account holder | $17 | $3,868-99.6% | $4,994-99.7% | $4,887-99.6% |