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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,484 | $73,863-20.8% | $143,797-59.3% | $68,490-14.6% |
| Participation rate | 96.0% | 66.7%+29.3pp | 80.3%+15.7pp | 67.9%+28.1pp |
| Annual return | 10.50% | 0.91%+9.6pp | -0.04%+10.5pp | -7.85%+18.3pp |
| Employer contribution / active EE | $899 | $3,185-71.8% | $4,952-81.8% | $2,597-65.4% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $29 | $5,756-99.5% | $14,679-99.8% | $5,403-99.5% |