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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,649 | $32,037-69.9% | $69,182-86.1% | $62,881-84.7% |
| Participation rate | 100.0% | 43.4%+56.6pp | 55.1%+44.9pp | 69.3%+30.7pp |
| Annual return | 6.21% | 15.16%-9.0pp | -21.93%+28.1pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,940 | $679+185.6% | $1,206+60.8% | $2,281-14.9% |
| Participant deferral / active EE | $1,277 | $1,185+7.7% | $1,897-32.7% | $3,203-60.1% |
| Admin fee / account holder | $156 | $2,608-94.0% | $2,697-94.2% | $4,296-96.4% |