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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,334 | $86,897-38.6% | $151,639-64.8% | $64,819-17.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.5%+12.5pp | 71.5%+28.5pp |
| Annual return | 4.85% | -3.57%+8.4pp | 3.34%+1.5pp | 32.84%-28.0pp |
| Employer contribution / active EE | $3,971 | $4,010-1.0% | $6,165-35.6% | $2,507+58.4% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $153-100.0% | $11,613-100.0% | $188-100.0% |