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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,266 | $64,176-57.5% | $112,263-75.7% | $66,949-59.3% |
| Participation rate | 98.5% | 68.4%+30.0pp | 75.1%+23.4pp | 69.8%+28.7pp |
| Annual return | 6.54% | -13.80%+20.3pp | 27.49%-20.9pp | 1.57%+5.0pp |
| Employer contribution / active EE | $3,136 | $3,007+4.3% | $3,636-13.8% | $2,545+23.2% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $626-100.0% | $6,410-100.0% | $594-100.0% |