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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,266 | $64,138-57.5% | $112,244-75.7% | $66,923-59.3% |
| Participation rate | 98.5% | 68.5%+30.0pp | 75.1%+23.4pp | 69.8%+28.7pp |
| Annual return | 6.54% | -13.81%+20.3pp | 27.46%-20.9pp | 1.58%+5.0pp |
| Employer contribution / active EE | $3,136 | $3,006+4.3% | $3,635-13.7% | $2,545+23.2% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $6,411-100.0% | $593-100.0% |